Carson Wealth (CWM LLC)’s BioVie BIVI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BIVI Stock Details BIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2	Closed	–	–	4833
2024 Q2	$0	Buy	+2	New	+$96	﹤0.01%	4592

Other funds holding BIVI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ZIG

Zullo Investment Group Scranton, Pennsylvania $264M AUM 26.77% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UCMOK

United Capital Management of KS Salina, Kansas $660M AUM 50.85% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BIVI Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of BioVie (BIVI) in Q3 2024, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in BIVI in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 25 funds tracked by Wall St. Rank hold BIVI as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining BioVie position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 2 BioVie shares in Q3 2024.
Carson Wealth (CWM LLC) first reported a position in BioVie in Q2 2024 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s BioVie position peaked at $0 in Q2 2024.
25 funds tracked by Wall St. Rank held BioVie as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.