Carson Wealth (CWM LLC)
IVA

Carson Wealth (CWM LLC)’s Inventiva IVA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IVA Stock Details IVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed – – 4519
2023
Q4 		$0 Hold
100
– – ﹤0.01% 4325
2023
Q3 		$0 Hold
100
– – ﹤0.01% 4338
2023
Q2 		$0 Hold
100
– – ﹤0.01% 4316
2023
Q1 		$0 Hold
100
– – ﹤0.01% 4192
2022
Q4 		$0 Hold
100
– – ﹤0.01% 4107
2022
Q3 		$0 Hold
100
– – ﹤0.01% 4046
2022
Q2 		$1K Hold
100
– – ﹤0.01% 3563
2022
Q1 		$1K Hold
100
– – ﹤0.01% 3360
2021
Q4 		$1K Buy
+100
New +$1.38K ﹤0.01% 3319

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YCM
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NMC
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BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
Commonwealth Equity Services
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VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
C
Covestor London, United Kingdom $144M AUM 37.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return