Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.72M Buy
48,578
+48,441
+35,358% +$3.71M 0.01% 689
2025
Q1 		$9K Hold
137
– – ﹤0.01% 4144
2024
Q4 		$10K Buy
+137
New +$10K ﹤0.01% 3848