Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ibotta IBTA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTA Stock Details IBTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$35K Buy
943
+653
+225% +$24.2K ﹤0.01% 3539
2025
Q1 		$12K Buy
290
+247
+574% +$10.2K ﹤0.01% 4026
2024
Q4 		$3K Buy
43
+23
+115% +$1.61K ﹤0.01% 4477
2024
Q3 		$1K Buy
+20
New +$1K ﹤0.01% 4757