Smart Wealth LLC ELEVATION SERIES TRUST Transaction History

Smart Wealth LLC

  • $281 Billion
  • Q4 2024
Number of Shares
52,866
Previous 41,959 25.99%
Holding current value
$1.31 Billion
Previous $1.05 Billion 24.4%
% of portfolio
0.46%
Previous 0.41%

Shares

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