Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s SEI Select Small Cap ETF SEIS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SEIS Stock Details SEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$61K	Buy
2025 Q2	$4K	Hold
2025 Q1	$4K	Hold
2024 Q4	$4K	Buy