Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Teucrium Sugar Fund CANE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CANE Stock Details CANE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$1K – 4922
2024
Q3 		$1K Hold
100
– – ﹤0.01% 4531
2024
Q2 		$1K Hold
100
– – ﹤0.01% 4328
2024
Q1 		$1K Buy
+100
New +$1.33K ﹤0.01% 4088

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Crews Bank & Trust
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Teucrium Sugar Fund (CANE) in Q4 2024, closing a stake of 100 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CANE in Q1 2024 and held it in 3 quarters. The position peaked at $1K in Q3 2024. 9 funds tracked by Wall St. Rank hold CANE as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Teucrium Sugar Fund position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Teucrium Sugar Fund shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Teucrium Sugar Fund in Q1 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Teucrium Sugar Fund position peaked at $1K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Teucrium Sugar Fund as of Q4 2024.

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