Smart Wealth LLC Simpl Exch Traded Fds Sht Term Transaction History

Smart Wealth LLC

  • $265 Billion
  • Q3 2025

A detailed history of Smart Wealth LLC transactions in Simpl Exch Traded Fds Sht Term stock. As of the latest transaction made, Smart Wealth LLC holds 34,829 shares of TUA stock, worth $0. This represents 0.29% of its overall portfolio holdings.

Number of Shares
34,829
Previous 27,143 28.32%
Holding current value
$0
Previous $598 Million 27.39%
% of portfolio
0.29%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
N/A
7,686 Added 28.32%
34,829 $762 Million
Q2 2025

Aug 13, 2025
SELL
N/A
-370 Reduced 1.34%
27,143 $598 Million
Q1 2025

Apr 29, 2025
BUY
N/A
9,377 Added 51.7%
27,513 $604 Million
Q4 2024

Jan 28, 2025
BUY
N/A
2,443 Added 15.57%
18,136 $385 Million
Q3 2024

Dec 13, 2024
BUY
N/A
15,693 New
15,693 $361 Million

Others Institutions Holding TUA

# of Institutions
86
Shares Held
17.2M
Call Options Held
31K
Put Options Held
60.6K
View Full List

About SIMPL EXCH TRADED FDS SHT TERM

TUA Quotes by TradingView
  • Ticker TUA
More about TUA
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