Carson Wealth (CWM LLC)
LRNZ icon

Carson Wealth (CWM LLC)’s TrueShares Technology AI & Deep Learning ETF LRNZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LRNZ Stock Details LRNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed – – 5046
2024
Q3 		$0 Hold
1
– – ﹤0.01% 4995
2024
Q2 		$0 Hold
1
– – ﹤0.01% 4774
2024
Q1 		$0 Hold
1
– – ﹤0.01% 4548
2023
Q4 		$0 Hold
1
– – ﹤0.01% 4354
2023
Q3 		$0 Hold
1
– – ﹤0.01% 4368
2023
Q2 		$0 Buy
+1
New +$29 ﹤0.01% 4336

Other funds holding LRNZ

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of TrueShares Technology AI & Deep Learning ETF (LRNZ) in Q4 2024, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in LRNZ in Q2 2023 and held it in 6 quarters. The position peaked at $0 in Q3 2024. 27 funds tracked by Wall St. Rank hold LRNZ as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining TrueShares Technology AI & Deep Learning ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 TrueShares Technology AI & Deep Learning ETF share in Q4 2024.
  • Carson Wealth (CWM LLC) first reported a position in TrueShares Technology AI & Deep Learning ETF in Q2 2023 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s TrueShares Technology AI & Deep Learning ETF position peaked at $0 in Q3 2024.
  • 27 funds tracked by Wall St. Rank held TrueShares Technology AI & Deep Learning ETF as of Q4 2024.

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