Carson Wealth (CWM LLC)
PY icon

Carson Wealth (CWM LLC)’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PY Stock Details PY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$71K Buy
1,442
+26
+2% +$1.28K ﹤0.01% 3002
2025
Q1 		$69K Hold
1,416
– – ﹤0.01% 2711
2024
Q4 		$70K Buy
+1,416
New +$70K ﹤0.01% 2535