Carson Wealth (CWM LLC)
ML

Carson Wealth (CWM LLC)’s MoneyLion Inc. ML Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ML Stock Details ML Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-585
Closed -$51K – 5386
2025
Q1 		$51K Sell
585
-49
-8% -$4.27K ﹤0.01% 2981
2024
Q4 		$55K Buy
634
+83
+15% +$7.2K ﹤0.01% 2736
2024
Q3 		$23K Buy
+551
New +$23K ﹤0.01% 3281