Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s AMES National ATLO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$37K Buy
2025
Q2 		$13K Sell
2025
Q1 		$37K Buy
2024
Q4 		$32K Buy
2024
Q3 		$31K Buy
2024
Q2 		$34K Buy
2024
Q1 		$32K Buy
2023
Q4 		$34K Buy
2023
Q3 		$1K Buy