Carson Wealth (CWM LLC)
LGL icon

Carson Wealth (CWM LLC)’s LGL Group LGL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LGL Stock Details LGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$3K – 5040
2024
Q3 		$3K Hold
500
– – ﹤0.01% 4288
2024
Q2 		$3K Hold
500
– – ﹤0.01% 4083
2024
Q1 		$3K Hold
500
– – ﹤0.01% 3857
2023
Q4 		$3K Hold
500
– – ﹤0.01% 3715
2023
Q3 		$2K Buy
+500
New +$2.38K ﹤0.01% 3825

Other funds holding LGL

GI
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BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LGL Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of LGL Group (LGL) in Q4 2024, closing a stake of 500 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in LGL in Q3 2023 and held it in 5 quarters. The position peaked at $3K in Q3 2024. 15 funds tracked by Wall St. Rank hold LGL as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining LGL Group position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 LGL Group shares in Q4 2024, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in LGL Group in Q3 2023 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s LGL Group position peaked at $3K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held LGL Group as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.