GYL Financial Synergies’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

GYL Financial Synergies’s Portfolio CVLC Stock Details CVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.93M	Sell	26,974 -410	-1%	-$28.3K	0.15%	135
2024 Q2	$1.86M	Buy	+27,384	New	+$1.79M	0.14%	130

Other funds holding CVLC

State Insurance Fund New York $216M AUM 16.13% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Sandbox Financial Partners Bethesda, Maryland $356M AUM 19.83% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.03B AUM

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return