Carson Wealth (CWM LLC)
BBLG

Carson Wealth (CWM LLC)’s Bone Biologics BBLG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBLG Stock Details BBLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-74
Closed -$1K – 4903
2024
Q3 		$1K Buy
+74
New +$701 ﹤0.01% 4516

Other funds holding BBLG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BBLG Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Bone Biologics (BBLG) in Q4 2024, closing a stake of 74 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in BBLG in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 6 funds tracked by Wall St. Rank hold BBLG as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Bone Biologics position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 74 Bone Biologics shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Bone Biologics in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Bone Biologics position peaked at $1K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Bone Biologics as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.