Carson Wealth (CWM LLC)
MUC icon

Carson Wealth (CWM LLC)’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MUC Stock Details MUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65.6K Buy
+6,308
New +$68.1K ﹤0.01% 3609
2023
Q2 		– Sell
-3,000
Closed -$33K – 4363
2023
Q1 		$33K Buy
+3,000
New +$33.3K ﹤0.01% 2155
2018
Q4 		– Sell
-1,090
Closed -$14K – 2196
2018
Q3 		$14K Buy
1,090
+12
+1% +$156 ﹤0.01% 1058
2018
Q2 		$14K Buy
1,078
+13
+1% +$171 ﹤0.01% 915
2018
Q1 		$14K Buy
1,065
+9
+0.9% +$122 ﹤0.01% 784
2017
Q4 		$15K Buy
1,056
+17
+2% +$250 ﹤0.01% 775
2017
Q3 		$15K Buy
1,039
+13
+1% +$193 ﹤0.01% 783
2017
Q2 		$15K Buy
1,026
+13
+1% +$187 ﹤0.01% 693
2017
Q1 		$14K Buy
1,013
+9
+0.9% +$128 ﹤0.01% 685
2016
Q4 		$14K Buy
+1,004
New +$14.6K ﹤0.01% 664

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KIM
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GC
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Bank of America
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RCM
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AAM
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return