Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.1M Buy
2025
Q2 		$730K Sell
2025
Q1 		$677K Hold
2024
Q4 		$620K Buy
2024
Q3 		$667K Sell
2024
Q2 		$727K Sell
2024
Q1 		$844K Sell
2023
Q4 		$1.02M Buy
2023
Q3 		$948K Buy