Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio YLDE Stock Details YLDE Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$981K Buy