Carson Wealth (CWM LLC)
XDTE icon

Carson Wealth (CWM LLC)’s Roundhill S&P 500 0DTE Covered Call Strategy ETF XDTE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XDTE Stock Details XDTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-288
Closed -$15K – 5210
2024
Q3 		$15K Buy
+288
New +$15K ﹤0.01% 3565