Smart Wealth LLC First Exc Trd Viii Cboe Vest U Transaction History

Smart Wealth LLC

  • $319 Billion
  • Q2 2025

A detailed history of Smart Wealth LLC transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Smart Wealth LLC holds 157,337 shares of DJAN stock, worth $6.47 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
157,337
Previous 156,249 0.7%
Holding current value
$6.47 Million
Previous $5.93 Billion 6.97%
% of portfolio
1.99%
Previous 2.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$36.05 - $40.34 $39,222 - $43,889
1,088 Added 0.7%
157,337 $6.35 Billion
Q1 2025

Apr 29, 2025
SELL
$37.69 - $39.76 $597,311 - $630,116
-15,848 Reduced 9.21%
156,249 $5.93 Billion
Q4 2024

Jan 28, 2025
SELL
$38.01 - $39.08 $1.09 Million - $1.12 Million
-28,561 Reduced 14.23%
172,097 $6.73 Billion
Q3 2024

Dec 13, 2024
SELL
$36.35 - $38.17 $11.9 Million - $12.5 Million
-327,511 Reduced 62.01%
200,658 $7.66 Billion
Q2 2024

Dec 13, 2024
BUY
$35.18 - $37.15 $10.4 Million - $10.9 Million
294,686 Added 126.21%
528,169 $19.6 Billion
Q1 2024

Dec 13, 2024
BUY
$34.51 - $36.05 $8.06 Million - $8.42 Million
233,483 New
233,483 $8.41 Billion
Q4 2023

Dec 13, 2024
SELL
$31.46 - $34.57 $2.25 Million - $2.47 Million
-71,473 Closed
0 $0
Q3 2023

Dec 13, 2024
BUY
$32.3 - $33.22 $169,704 - $174,537
5,254 Added 7.93%
71,473 $2.32 Billion
Q2 2023

Dec 13, 2024
SELL
$31.01 - $32.69 $1.2 Million - $1.27 Million
-38,810 Reduced 36.95%
66,219 $2.16 Billion
Q1 2023

Dec 13, 2024
SELL
$30.08 - $31.14 $499,177 - $516,768
-16,595 Reduced 13.64%
105,029 $3.27 Billion
Q4 2022

Dec 13, 2024
BUY
$29.86 - $30.83 $3.63 Million - $3.75 Million
121,624 New
121,624 $3.69 Billion

Others Institutions Holding DJAN

# of Institutions
115
Shares Held
5.05M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST EXC-TRD VIII CBOE VEST U

DJAN Quotes by TradingView
  • Ticker DJAN
  • Sector ETFs
  • Industry ETFs
More about DJAN
Track This Portfolio

Track Smart Wealth LLC Portfolio

Follow Smart Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email