Carson Wealth (CWM LLC)
PWRD

Carson Wealth (CWM LLC)’s TCW Transform Systems ETF PWRD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PWRD Stock Details PWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-168
Closed -$9K – 4575
2023
Q3 		$9K Buy
+168
New +$8.83K ﹤0.01% 3219

Other funds holding PWRD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PWRD Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of TCW Transform Systems ETF (PWRD) in Q4 2023, closing a stake of 168 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in PWRD in Q3 2023 and held it in 1 quarter. The position peaked at $9K in Q3 2023. 24 funds tracked by Wall St. Rank hold PWRD as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining TCW Transform Systems ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 168 TCW Transform Systems ETF shares in Q4 2023, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in TCW Transform Systems ETF in Q3 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s TCW Transform Systems ETF position peaked at $9K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.