Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SDVD Stock Details SDVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$547K Buy
2025
Q2 		$40K Buy