Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FDG Stock Details FDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$18K Hold
2025
Q2 		$16K Hold
2025
Q1 		$14K Hold
2024
Q4 		$16K Hold
2024
Q3 		$14K Hold
2024
Q2 		$13K Hold
2024
Q1 		$12K Hold
2023
Q4 		$11K Buy