Smart Wealth LLC ELEVATION SERIES TRUST Transaction History

Smart Wealth LLC

  • $328 Billion
  • Q4 2025
Number of Shares
51,422
Previous 46,925 9.58%
Holding current value
$2.17 Billion
Previous $1.99 Billion 9.39%
% of portfolio
0.66%
Previous 0.75%

Shares

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

Jan 26, 2026
BUY
N/A
4,497 Added 9.58%
51,422 $2.17 Billion
Q3 2025

Nov 07, 2025
BUY
N/A
46,925 New
46,925 $1.99 Billion
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