Joel Adams & Associates, Inc.
Position in CVLC — Calvert US Large-Cap Core Responsible Index ETF
CIK 2020459
ASHEVILLE, NC
All Filings in CVLC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CVLC | $7,818,019 | 97,652 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 CVLC | $6,901,446 | 81,926 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 CVLC | $4,424,418 | 54,042 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||