Smart Wealth LLC ELEVATION SERIES TRUST Transaction History

Smart Wealth LLC

  • $281 Billion
  • Q4 2024
Number of Shares
28,669
Previous 22,411 27.92%
Holding current value
$709 Million
Previous $568 Million 24.86%
% of portfolio
0.25%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
N/A
6,258 Added 27.92%
28,669 $709 Million
Q3 2024

Dec 13, 2024
BUY
N/A
22,411 New
22,411 $568 Million
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