Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Identive INVE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INVE Stock Details INVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-108	Closed	-$1K	–	4312
2023 Q1	$1K	Buy	108 +73	+209%	+$538	﹤0.01%	3852
2022 Q4	$0	Buy	+35	New	+$339	﹤0.01%	4102

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Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return

Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $445M AUM 26.09% 1-Year Est. Return

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return