Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Franklin Senior Loan ETF FLBL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLBL Stock Details FLBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$73K Buy
2025
Q2 		$14K Buy
2025
Q1 		$11K Hold
2024
Q4 		$11K Sell
2024
Q3 		$11K Buy
2024
Q2 		$11K Sell
2024
Q1 		$15K Buy