Carson Wealth (CWM LLC)
AVSC icon

Carson Wealth (CWM LLC)’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1M Buy
194,322
+12,691
+7% +$798K 0.03% 478
2025
Q4 		$10.7M Buy
181,631
+10,113
+6% +$586K 0.03% 503
2025
Q3 		$9.82M Buy
171,518
+171,483
+489,951% +$9.46M 0.03% 473
2025
Q2 		$2K Hold
35
– – ﹤0.01% 4849
2025
Q1 		$2K Hold
35
– – ﹤0.01% 4722
2024
Q4 		$2K Buy
+35
New +$1.95K ﹤0.01% 4495
2024
Q3 		– Sell
-295
Closed -$15K – 4817
2024
Q2 		$15K Buy
+295
New +$14.8K ﹤0.01% 3287

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