Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HRTS Stock Details HRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,830
Closed -$129K – 5006
2024
Q3 		$129K Hold
3,830
– – ﹤0.01% 2026
2024
Q2 		$128K Buy
+3,830
New +$128K ﹤0.01% 1825