Modern Wealth Management, LLC
Position in CVLC — Calvert US Large-Cap Core Responsible Index ETF
CIK 2001900
KANSAS CITY, MO
All Filings in CVLC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CVLC | $4,960,917 | 61,965 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 CVLC | $2,370,682 | 28,142 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 CVLC | $1,847,642 | 22,568 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 CVLC | $1,647,600 | 21,526 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||