Smart Wealth LLC ELEVATION SERIES TRUST Transaction History

Smart Wealth LLC

  • $328 Billion
  • Q4 2025
Number of Shares
132,716
Previous 138,771 4.36%
Holding current value
$3.18 Billion
Previous $3.42 Billion 6.96%
% of portfolio
0.97%
Previous 1.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
N/A
-6,055 Reduced 4.36%
132,716 $3.18 Billion
Q3 2025

Nov 07, 2025
BUY
N/A
51,185 Added 58.44%
138,771 $3.42 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
28,201 Added 47.49%
87,586 $2.16 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
6,519 Added 12.33%
59,385 $1.47 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
10,907 Added 25.99%
52,866 $1.31 Billion
Q3 2024

Dec 13, 2024
BUY
N/A
41,959 New
41,959 $1.05 Billion
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