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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

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SFP
Sandbox Financial Partners Bethesda, Maryland $356M AUM 19.83% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

GYL Financial Synergies's CVLC Position: Q3 2024 in Review

GYL Financial Synergies reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 1.5% in Q3 2024, selling an estimated $28.3K and leaving 26,974 shares worth $1.93M. The position accounts for 0.15% of the portfolio, ranked #135.

GYL Financial Synergies first reported a position in CVLC in Q2 2024 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold CVLC as of Q3 2024.

  • GYL Financial Synergies held 26,974 shares of Calvert US Large-Cap Core Responsible Index ETF worth $1.93M as of Q3 2024.
  • GYL Financial Synergies sold 410 Calvert US Large-Cap Core Responsible Index ETF shares in Q3 2024, an estimated $28.3K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.15% of GYL Financial Synergies's portfolio in Q3 2024, its #135 holding.
  • GYL Financial Synergies first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2024 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.