Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Byline Bancorp BY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BY Stock Details BY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$675K Buy
2025
Q2 		$98K Buy
2025
Q1 		$60K Buy
2024
Q4 		$58K Buy
2024
Q3 		$50K Buy
2024
Q2 		$31K Buy
2024
Q1 		$14K Buy
2023
Q4 		$2K Buy
2022
Q2 		– Sell
2022
Q1 		$11K Buy