Smart Wealth LLC SSGA ACTIVE TR Transaction History

Smart Wealth LLC

  • $328 Billion
  • Q4 2025
Number of Shares
96,858
Previous 78,403 23.54%
Holding current value
$2.66 Billion
Previous $2.19 Billion 21.81%
% of portfolio
0.81%
Previous 0.82%

Shares

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

Jan 26, 2026
BUY
N/A
18,455 Added 23.54%
96,858 $2.66 Billion
Q3 2025

Nov 07, 2025
SELL
N/A
-95,666 Reduced 54.96%
78,403 $2.19 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
174,069 New
174,069 $4.54 Billion
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