Carson Wealth (CWM LLC)
LFAO

Carson Wealth (CWM LLC)’s LifeX 2055 Longevity Income ETF LFAO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LFAO Stock Details LFAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$53K Buy
359
+88
+32% +$13K ﹤0.01% 3242
2025
Q1 		$41K Buy
+271
New +$41K ﹤0.01% 3150