Carson Wealth (CWM LLC)
FLBR icon

Carson Wealth (CWM LLC)’s Franklin FTSE Brazil ETF FLBR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLBR Stock Details FLBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-598
Closed -$12K – 4282
2023
Q2 		$12K Hold
598
– – ﹤0.01% 2974
2023
Q1 		$10K Buy
+598
New +$10.3K ﹤0.01% 2941
2019
Q1 		– Sell
-6
Closed – – 3044
2018
Q4 		$0 Hold
6
– – ﹤0.01% 2134
2018
Q3 		$0 Hold
6
– – ﹤0.01% 1891
2018
Q2 		$0 Buy
+6
New +$145 ﹤0.01% 1709

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Lumbard & Kellner
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Morningstar Investment Management
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Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
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Innealta Capital
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Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Zurich Insurance Group
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLBR Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Franklin FTSE Brazil ETF (FLBR) in Q3 2023, closing a stake of 598 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in FLBR in Q2 2018 and held it in 5 quarters. The position peaked at $12K in Q2 2023. 32 funds tracked by Wall St. Rank hold FLBR as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Franklin FTSE Brazil ETF position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 598 Franklin FTSE Brazil ETF shares in Q3 2023, an estimated $12K.
  • Carson Wealth (CWM LLC) first reported a position in Franklin FTSE Brazil ETF in Q2 2018 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Franklin FTSE Brazil ETF position peaked at $12K in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Franklin FTSE Brazil ETF as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.