Carson Wealth (CWM LLC)
RFDI icon

Carson Wealth (CWM LLC)’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RFDI Stock Details RFDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed – – 5113
2024
Q3 		$0 Sell
1
-125
-99% -$8.26K ﹤0.01% 5097
2024
Q2 		$8K Buy
126
+2
+2% +$129 ﹤0.01% 3681
2024
Q1 		$8K Sell
124
-275
-69% -$17.1K ﹤0.01% 3468
2023
Q4 		$24K Buy
399
+1
+0.3% +$57 ﹤0.01% 2664
2023
Q3 		$22K Hold
398
– – ﹤0.01% 2634
2023
Q2 		$23K Buy
398
+8
+2% +$458 ﹤0.01% 2554
2023
Q1 		$22K Hold
390
– – ﹤0.01% 2441
2022
Q4 		$21K Buy
390
+4
+1% +$205 ﹤0.01% 2333
2022
Q3 		$18K Hold
386
– – ﹤0.01% 2302
2022
Q2 		$21K Sell
386
-240
-38% -$14.4K ﹤0.01% 2089
2022
Q1 		$41K Buy
+626
New +$41.8K ﹤0.01% 1693

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PFS
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Cetera Investment Advisers
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Jane Street
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