Carson Wealth (CWM LLC)
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2K Hold
35
– – ﹤0.01% 4844
2025
Q1 		$2K Hold
35
– – ﹤0.01% 4714
2024
Q4 		$2K Buy
+35
New +$2K ﹤0.01% 4493
2024
Q3 		– Sell
-295
Closed -$15K – 4814
2024
Q2 		$15K Buy
+295
New +$15K ﹤0.01% 3285