RJFSA
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Raymond James Financial Services Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Raymond James Financial Services Advisors’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 		$6.56M Buy
91,565
+4,783
+6% +$330K 0.01% 1092
2024
Q2 		$5.89M Buy
86,782
+2,297
+3% +$150K 0.01% 1082
2024
Q1 		$5.54M Buy
+84,485
New +$5.27M 0.01% 1082

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 $432B AUM 30.22% 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 $1.14B AUM
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Raymond James Financial Services Advisors's CVLC Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 5.5% in Q3 2024, buying an estimated $330K and bringing the position to 91,565 shares worth $6.56M. The position accounts for 0.01% of the portfolio, ranked #1092.

Raymond James Financial Services Advisors 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 Financial Services Advisors held 91,565 shares of Calvert US Large-Cap Core Responsible Index ETF worth $6.56M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 4,783 Calvert US Large-Cap Core Responsible Index ETF shares in Q3 2024, an estimated $330K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1092 holding.
  • Raymond James Financial Services Advisors 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.