Smart Wealth LLC FIDELITY WISE ORIGIN Transaction History

Smart Wealth LLC

36,558

Previous 28,350 28.95%

$2.79 Billion

Previous $2.83 Billion 1.51%

0.85%

Previous 1.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	N/A	8,208 Added 28.95%	36,558 $2.79 Billion
Q3 2025 Nov 07, 2025	BUY	N/A	833 Added 3.03%	28,350 $2.83 Billion
Q2 2025 Aug 13, 2025	SELL	N/A	-9,236 Reduced 25.13%	27,517 $2.59 Billion
Q1 2025 Apr 29, 2025	BUY	N/A	3,589 Added 10.82%	36,753 $2.65 Billion
Q4 2024 Jan 28, 2025	BUY	N/A	9,674 Added 41.18%	33,164 $2.71 Billion

Q3 2024 Dec 13, 2024	BUY	N/A	10,417 Added 79.68%	23,490 $1.3 Billion
Q2 2024 Dec 13, 2024	BUY	N/A	3,222 Added 32.71%	13,073 $686 Million
Q1 2024 Dec 13, 2024	BUY	N/A	9,851 New	9,851 $611 Million

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