Carson Wealth (CWM LLC)
TWFG

Carson Wealth (CWM LLC)’s TWFG, Inc. Common Stock TWFG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TWFG Stock Details TWFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$35K Hold
1,000
– – ﹤0.01% 3540
2025
Q1 		$31K Hold
1,000
– – ﹤0.01% 3371
2024
Q4 		$31K Hold
1,000
– – ﹤0.01% 3156
2024
Q3 		$27K Buy
+1,000
New +$27K ﹤0.01% 3187