Carson Wealth (CWM LLC)
GUG

Carson Wealth (CWM LLC)’s Guggenheim Active Allocation Fund GUG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GUG Stock Details GUG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-124
Closed -$2K – 5177
2025
Q1 		$2K Buy
+124
New +$2K ﹤0.01% 4749