Carson Wealth (CWM LLC)
LTPZ icon

Carson Wealth (CWM LLC)’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-32
Closed -$2K – 5224
2025
Q1 		$2K Buy
32
+25
+357% +$1.34K ﹤0.01% 4775
2024
Q4 		$0 Hold
7
– – ﹤0.01% 5047
2024
Q3 		$0 Sell
7
-24
-77% -$1.35K ﹤0.01% 4996
2024
Q2 		$2K Buy
31
+1
+3% +$54 ﹤0.01% 4230
2024
Q1 		$2K Buy
+30
New +$1.66K ﹤0.01% 4005
2023
Q2 		– Sell
-11
Closed -$1K – 4339
2023
Q1 		$1K Buy
+11
New +$668 ﹤0.01% 3866
2022
Q4 		– Sell
-36
Closed -$2K – 4130
2022
Q3 		$2K Sell
36
-56
-61% -$3.68K ﹤0.01% 3490
2022
Q2 		$6K Buy
+92
New +$6.68K ﹤0.01% 2894

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ACM
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WIA
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MAWAG
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SA
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FA
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YWM
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