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Raymond James & Associates’s Calvert International Responsible Index ETF CVIE Stock Holding History

Raymond James & Associates’s Portfolio CVIE Stock Details CVIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$329K Hold
5,487
– – ﹤0.01% 3353
2024
Q2 		$309K Buy
+5,487
New +$310K ﹤0.01% 3361

Other funds holding CVIE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Raymond James & Associates's CVIE Position: Q3 2024 in Review

Raymond James & Associates held its Calvert International Responsible Index ETF (CVIE) position steady in Q3 2024 at 5,487 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #3353.

Raymond James & Associates first reported a position in CVIE in Q2 2024 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold CVIE as of Q3 2024.

  • Raymond James & Associates held 5,487 shares of Calvert International Responsible Index ETF worth $329K as of Q3 2024.
  • Raymond James & Associates left its Calvert International Responsible Index ETF share count unchanged in Q3 2024.
  • Calvert International Responsible Index ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3353 holding.
  • Raymond James & Associates first reported a position in Calvert International Responsible Index ETF in Q2 2024 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.