Carson Wealth (CWM LLC)
LGI

Carson Wealth (CWM LLC)’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LGI Stock Details LGI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3K Buy
2023
Q1 		– Sell
2022
Q4 		$43K Buy
2022
Q3 		– Sell
2022
Q2 		$60K Buy
2019
Q1 		– Sell
2018
Q4 		$1.49M Buy