Carson Wealth (CWM LLC)
METV icon

Carson Wealth (CWM LLC)’s Roundhill Metaverse ETF METV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio METV Stock Details METV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-440
Closed -$5K – 4790
2024
Q1 		$5K Buy
440
+439
+43,900% +$5.24K ﹤0.01% 3672
2023
Q4 		$0 Buy
+1
New +$10 ﹤0.01% 4372

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EAM
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Jane Street
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Northwestern Mutual Wealth Management
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s METV Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Roundhill Metaverse ETF (METV) in Q2 2024, closing a stake of 440 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in METV in Q4 2023 and held it in 2 quarters. The position peaked at $5K in Q1 2024. 82 funds tracked by Wall St. Rank hold METV as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Roundhill Metaverse ETF position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 440 Roundhill Metaverse ETF shares in Q2 2024, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Roundhill Metaverse ETF in Q4 2023 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Roundhill Metaverse ETF position peaked at $5K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held Roundhill Metaverse ETF as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.