Carson Wealth (CWM LLC)
WILC icon

Carson Wealth (CWM LLC)’s G. Willi-Food International WILC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WILC Stock Details WILC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,160
Closed -$12K – 4555
2023
Q3 		$12K Hold
1,160
– – ﹤0.01% 3063
2023
Q2 		$14K Hold
1,160
– – ﹤0.01% 2891
2023
Q1 		$17K Buy
+1,160
New +$16.5K ﹤0.01% 2633

Other funds holding WILC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return