Carson Wealth (CWM LLC)
CDT icon

Carson Wealth (CWM LLC)’s CDT Equity Inc CDT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CDT Stock Details CDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Hold
0
– – – 5403
2025
Q3 		– Hold
0
– – – 5294
2025
Q2 		– Hold
0
– – – 4857
2025
Q1 		– Hold
0
– – – 4270
2024
Q4 		– Hold
0
– – – 4927
2024
Q3 		– Hold
0
– – – 4860

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