Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invivyd IVVD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$25K Buy
35,170
+1,318
+4% +$937 ﹤0.01% 3769
2025
Q1 		$20K Buy
33,852
+33,019
+3,964% +$19.5K ﹤0.01% 3672
2024
Q4 		$0 Buy
833
+202
+32% – ﹤0.01% 5024
2024
Q3 		$1K Buy
+631
New +$1K ﹤0.01% 4605