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Carson Wealth (CWM LLC)’s
abrdn Physical Palladium Shares ETF
PALL
Stock Holding History
Carson Wealth (CWM LLC)’s Portfolio
PALL Stock Details
PALL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$53.9K
Buy
+2,000
New
+$61.9K
﹤0.01%
3768
2023
Q4
–
Sell
-20
Closed
–
–
4416
2023
Q3
$0
Hold
20
–
–
﹤0.01%
4450
2023
Q2
$0
Buy
+20
New
+$533
﹤0.01%
4392
2022
Q4
–
Sell
-480
Closed
-$19K
–
4176
2022
Q3
$19K
Buy
+480
New
+$18.5K
﹤0.01%
2258
2021
Q2
$63K
Hold
1,210
–
–
﹤0.01%
1307
2021
Q1
$63K
Hold
1,210
–
–
﹤0.01%
1307
2020
Q4
$63K
Hold
1,210
–
–
﹤0.01%
1307
2020
Q3
$63K
Hold
1,210
–
–
﹤0.01%
1307
2020
Q2
$63K
Hold
1,210
–
–
﹤0.01%
1307
2020
Q1
$63K
Hold
1,210
–
–
﹤0.01%
1307
2019
Q4
$63K
Hold
1,210
–
–
﹤0.01%
1307
2019
Q3
$63K
Hold
1,210
–
–
﹤0.01%
1307
2019
Q2
$63K
Hold
1,210
–
–
﹤0.01%
1306
2019
Q1
$63K
Buy
+1,210
New
+$32.9K
﹤0.01%
1306
Other funds holding PALL
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Paris, France
$206B AUM
31.61%
1-Year Est. Return
GI
Gradient Investments
Arden Hills, Minnesota
$7.25B AUM
20.71%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
MCM
Mainstay Capital Management
Grand Blanc, Michigan
$1.3B AUM
37.8%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SG Americas Securities
New York
$92.9B AUM
36.98%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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