Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s OppFi OPFI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4K Buy
2025
Q2 		$5K Sell
2025
Q1 		$3K Buy
2024
Q4 		$2K Buy
2024
Q3 		$1K Buy
2024
Q2 		$0 Buy