Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Eltek ELTK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ELTK Stock Details ELTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-146
Closed -$2K – 4669
2024
Q1 		$2K Buy
+146
New +$2.17K ﹤0.01% 3963

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NA
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SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JIR
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UBS Group
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ELTK Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Eltek (ELTK) in Q2 2024, closing a stake of 146 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in ELTK in Q1 2024 and held it in 1 quarter. The position peaked at $2K in Q1 2024. 13 funds tracked by Wall St. Rank hold ELTK as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Eltek position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 146 Eltek shares in Q2 2024, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Eltek in Q1 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Eltek position peaked at $2K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Eltek as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.