Carson Wealth (CWM LLC)
ALBT

Carson Wealth (CWM LLC)’s Avalon GloboCare ALBT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALBT Stock Details ALBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed – – 4883
2024
Q3 		$0 Buy
+1
New +$5 ﹤0.01% 4795

Other funds holding ALBT

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALBT Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Avalon GloboCare (ALBT) in Q4 2024, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in ALBT in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 8 funds tracked by Wall St. Rank hold ALBT as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Avalon GloboCare position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 Avalon GloboCare share in Q4 2024.
  • Carson Wealth (CWM LLC) first reported a position in Avalon GloboCare in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Avalon GloboCare position peaked at $0 in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Avalon GloboCare as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.