Carson Wealth (CWM LLC)’s Innovid Corp. CTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-264	Closed	-$1K	–	5270
2024 Q4	$1K	Buy	264 +75	+40%	+$177	﹤0.01%	4867
2024 Q3	$0	Buy	+189	New	+$343	﹤0.01%	5237

Carson Wealth (CWM LLC)'s CTV Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Innovid Corp. (CTV) in Q1 2025, closing a stake of 264 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CTV in Q3 2024 and held it in 2 quarters. The position peaked at $1K in Q4 2024. 0 funds tracked by Wall St. Rank hold CTV as of Q1 2025.

Carson Wealth (CWM LLC) reported no remaining Innovid Corp. position as of Q1 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 264 Innovid Corp. shares in Q1 2025, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Innovid Corp. in Q3 2024 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Innovid Corp. position peaked at $1K in Q4 2024.
0 funds tracked by Wall St. Rank held Innovid Corp. as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.