Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CRDT Stock Details CRDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24K Sell
1,021
-19
-2% -$447 ﹤0.01% 3789
2025
Q1 		$27K Buy
+1,040
New +$27K ﹤0.01% 3454