Smart Wealth LLC FIRST TR EXCHNG TRADED FD Transaction History

Smart Wealth LLC

  • $328 Billion
  • Q4 2025
Number of Shares
158,976
Previous 175,006 9.16%
Holding current value
$5.41 Billion
Previous $5.78 Billion 6.45%
% of portfolio
1.65%
Previous 2.18%

Shares

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

Jan 26, 2026
SELL
N/A
-16,030 Reduced 9.16%
158,976 $5.41 Billion
Q3 2025

Nov 07, 2025
SELL
N/A
-22,650 Reduced 11.46%
175,006 $5.78 Billion
Q2 2025

Aug 13, 2025
SELL
N/A
-190,278 Reduced 49.05%
197,656 $6.3 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
387,934 New
387,934 $11.7 Billion
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