Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s New Mountain Finance NMFC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NMFC Stock Details NMFC Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$17K Buy
2023
Q3 		– Sell
2023
Q2 		$15K Sell
2023
Q1 		$94K Buy