Collaborative Wealth Managment Inc.
Position in CVLC — Calvert US Large-Cap Core Responsible Index ETF
CIK 1896419
LAKE MARY, FL
All Filings in CVLC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CVLC | $276,607 | 3,455 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 CVLC | $291,723 | 3,463 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 CVLC | $284,825 | 3,479 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 CVLC | $274,702 | 3,589 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 CVLC | $280,034 | 4,062 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 CVLC | $318,593 | 4,344 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||