Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NI Holdings NODK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NODK Stock Details NODK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$14K Buy
2025
Q2 		$11K Sell
2025
Q1 		$14K Buy
2024
Q4 		$13K Buy
2024
Q3 		$10K Buy
2024
Q2 		$6K Buy
2024
Q1 		$1K Buy