Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Savers SVV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$339K Buy
2025
Q2 		$156K Buy
2025
Q1 		$7K Sell
2024
Q4 		$12K Buy
2024
Q3 		$7K Buy
2024
Q2 		$1K Buy
2024
Q1 		$1K Buy
2023
Q4 		$1K Sell
2023
Q3 		$23K Buy