Carson Wealth (CWM LLC)
AIFF

Carson Wealth (CWM LLC)’s Firefly Neuroscience AIFF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIFF Stock Details AIFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,926
Closed -$5K – 5611
2025
Q2 		$5K Hold
1,926
– – ﹤0.01% 4652
2025
Q1 		$8K Buy
+1,926
New +$8.86K ﹤0.01% 4249

Other funds holding AIFF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AIFF Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Firefly Neuroscience (AIFF) in Q3 2025, closing a stake of 1,926 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in AIFF in Q1 2025 and held it in 2 quarters. The position peaked at $8K in Q1 2025. 18 funds tracked by Wall St. Rank hold AIFF as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Firefly Neuroscience position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,926 Firefly Neuroscience shares in Q3 2025, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Firefly Neuroscience in Q1 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Firefly Neuroscience position peaked at $8K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Firefly Neuroscience as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.