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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$74K Sell
2025
Q2 		$71K Buy
2025
Q1 		$69K Hold
2024
Q4 		$70K Buy