Carson Wealth (CWM LLC)’s Iterum Therapeutics ITRM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-66	Closed	–	–	5500
2025 Q3	$0	Buy	+66	New	+$52	﹤0.01%	5403

Other funds holding ITRM

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Alchemi Wealth Essex, Connecticut $213M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GWP

Gen-Wealth Partners Zeeland, Michigan $360M AUM 27.44% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ITRM Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Iterum Therapeutics (ITRM) in Q4 2025, closing a stake of 66 shares.

Carson Wealth (CWM LLC) first reported a position in ITRM in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 20 funds tracked by Wall St. Rank hold ITRM as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining Iterum Therapeutics position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 66 Iterum Therapeutics shares in Q4 2025.
Carson Wealth (CWM LLC) first reported a position in Iterum Therapeutics in Q3 2025 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Iterum Therapeutics position peaked at $0 in Q3 2025.
20 funds tracked by Wall St. Rank held Iterum Therapeutics as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.