Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-509
Closed -$88K – 5183
2024
Q2 		$88K Buy
+509
New +$87.1K ﹤0.01% 2051

Other funds holding VLU

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VLU Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q3 2024, closing a stake of 509 shares — an estimated $88K sold.

Carson Wealth (CWM LLC) first reported a position in VLU in Q2 2024 and held it in 1 quarter. The position peaked at $88K in Q2 2024. 71 funds tracked by Wall St. Rank hold VLU as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 509 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2024, an estimated $88K.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q2 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P 1500 Value Tilt ETF position peaked at $88K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.