Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s F&G Annuities & Life FG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$163K Buy
2025
Q2 		$95K Buy
2025
Q1 		$13K Buy
2024
Q4 		$13K Buy
2024
Q3 		$13K Buy
2024
Q2 		$11K Buy
2024
Q1 		$6K Sell
2023
Q4 		$7K Buy
2023
Q3 		$4K Buy
2023
Q2 		$3K Sell
2023
Q1 		$3K Buy
2022
Q4 		$2K Buy