Carson Wealth (CWM LLC)
SPH icon

Carson Wealth (CWM LLC)’s Suburban Propane Partners SPH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.6K Buy
2,822
+1,562
+124% +$31.2K ﹤0.01% 3738
2025
Q4 		$23K Buy
1,260
+750
+147% +$14.1K ﹤0.01% 4098
2025
Q3 		$10K Hold
510
– – ﹤0.01% 4493
2025
Q2 		$9K Hold
510
– – ﹤0.01% 4371
2025
Q1 		$11K Sell
510
-1,000
-66% -$20.4K ﹤0.01% 4074
2024
Q4 		$26K Buy
1,510
+200
+15% +$3.68K ﹤0.01% 3265
2024
Q3 		$24K Sell
1,310
-834
-39% -$15K ﹤0.01% 3249
2024
Q2 		$41K Buy
2,144
+734
+52% +$14.4K ﹤0.01% 2608
2024
Q1 		$29K Hold
1,410
– – ﹤0.01% 2661
2023
Q4 		$25K Sell
1,410
-655
-32% -$11.2K ﹤0.01% 2638
2023
Q3 		$33K Hold
2,065
– – ﹤0.01% 2351
2023
Q2 		$31K Buy
2,065
+775
+60% +$11.7K ﹤0.01% 2352
2023
Q1 		$20K Hold
1,290
– – ﹤0.01% 2527
2022
Q4 		$20K Buy
1,290
+1,000
+345% +$16K ﹤0.01% 2384
2022
Q3 		$4K Buy
290
+100
+53% +$1.62K ﹤0.01% 3216
2022
Q2 		$3K Buy
+190
New +$3.14K ﹤0.01% 3238

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return