Carson Wealth (CWM LLC)
SII

Carson Wealth (CWM LLC)’s Sprott SII Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SII Stock Details SII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$203K Hold
2025
Q2 		$169K Hold
2025
Q1 		$110K Hold
2024
Q4 		$103K Hold
2024
Q3 		$106K Hold
2024
Q2 		$101K Hold
2024
Q1 		$90K Sell
2023
Q4 		$90K Buy
2023
Q3 		$80K Buy
2023
Q2 		$31K Hold
2023
Q1 		$35K Buy