Carson Wealth (CWM LLC)
AVK.RT

Carson Wealth (CWM LLC)’s Advent Convertible and Income Fund Rights (expiring October 17, 2024) AVK.RT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVK.RT Stock Details AVK.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-423
Closed – – 5269
2024
Q3 		$0 Buy
+423
New – ﹤0.01% 5250