Carson Wealth (CWM LLC)
MNDO icon

Carson Wealth (CWM LLC)’s Mind CTI MNDO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MNDO Stock Details MNDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-250
Closed – – 5229
2025
Q1 		$0 Hold
250
– – ﹤0.01% 5140
2024
Q4 		$0 Hold
250
– – ﹤0.01% 5058
2024
Q3 		$0 Hold
250
– – ﹤0.01% 5020
2024
Q2 		$0 Hold
250
– – ﹤0.01% 4797
2024
Q1 		$0 Hold
250
– – ﹤0.01% 4572
2023
Q4 		$0 Hold
250
– – ﹤0.01% 4377
2023
Q3 		$0 Hold
250
– – ﹤0.01% 4393
2023
Q2 		$0 Hold
250
– – ﹤0.01% 4356
2023
Q1 		$0 Hold
250
– – ﹤0.01% 4238
2022
Q4 		$1K Hold
250
– – ﹤0.01% 3789
2022
Q3 		$1K Buy
+250
New +$588 ﹤0.01% 3700

Other funds holding MNDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MNDO Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Mind CTI (MNDO) in Q2 2025, closing a stake of 250 shares.

Carson Wealth (CWM LLC) first reported a position in MNDO in Q3 2022 and held it in 11 quarters. The position peaked at $1K in Q4 2022. 13 funds tracked by Wall St. Rank hold MNDO as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Mind CTI position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 250 Mind CTI shares in Q2 2025.
  • Carson Wealth (CWM LLC) first reported a position in Mind CTI in Q3 2022 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Mind CTI position peaked at $1K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Mind CTI as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.