Smart Wealth LLC FIRST TR EXCHNG TRADED FD Transaction History

Smart Wealth LLC

  • $328 Billion
  • Q4 2025
Number of Shares
69,062
Previous 75,812 8.9%
Holding current value
$1.79 Billion
Previous $1.92 Billion 6.6%
% of portfolio
0.55%
Previous 0.72%

Shares

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

Jan 26, 2026
SELL
N/A
-6,750 Reduced 8.9%
69,062 $1.79 Billion
Q3 2025

Nov 07, 2025
SELL
N/A
-13,125 Reduced 14.76%
75,812 $1.92 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
88,937 New
88,937 $2.13 Billion
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