Carson Wealth (CWM LLC)
UAN icon

Carson Wealth (CWM LLC)’s CVR Partners UAN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-32
Closed -$3K – 5560
2025
Q2 		$3K Hold
32
– – ﹤0.01% 4818
2025
Q1 		$2K Buy
+32
New +$2.5K ﹤0.01% 4823
2017
Q1 		– Sell
-200
Closed -$12K – 1320
2016
Q4 		$12K Hold
200
– – ﹤0.01% 700
2016
Q3 		$11K Hold
200
– – ﹤0.01% 682
2016
Q2 		$16K Buy
+200
New +$16.5K ﹤0.01% 494

Other funds holding UAN

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $818M AUM 24.97% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $2.11B AUM 1.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return