Carson Wealth (CWM LLC)
LDDR

Carson Wealth (CWM LLC)’s LifeX 2035 Term Income ETF LDDR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LDDR Stock Details LDDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.48M Buy
16,980
+2,786
+20% +$243K 0.01% 1063
2025
Q1 		$1.26M Buy
+14,194
New +$1.26M 0.01% 1025