Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$113K Hold
2025
Q2 		$106K Hold
2025
Q1 		$96K Hold
2024
Q4 		$102K Buy