RJA
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Raymond James & Associates’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Raymond James & Associates’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 		$1.25M Hold
17,476
– – ﹤0.01% 2540
2024
Q2 		$1.19M Buy
17,476
+6,927
+66% +$452K ﹤0.01% 2512
2024
Q1 		$692K Buy
+10,549
New +$658K ﹤0.01% 2852

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 $71.6B AUM 21.08% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $3.57B AUM 18.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFP
Sandbox Financial Partners Bethesda, Maryland $356M AUM 19.83% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM

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

Raymond James & Associates held its Calvert US Large-Cap Core Responsible Index ETF (CVLC) position steady in Q3 2024 at 17,476 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Raymond James & Associates first reported a position in CVLC in Q1 2024 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold CVLC as of Q3 2024.

  • Raymond James & Associates held 17,476 shares of Calvert US Large-Cap Core Responsible Index ETF worth $1.25M as of Q3 2024.
  • Raymond James & Associates left its Calvert US Large-Cap Core Responsible Index ETF share count unchanged in Q3 2024.
  • Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2540 holding.
  • Raymond James & Associates first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q1 2024 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2024.

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