Number of Shares
191,034.00
Current Holdings Value*
$9.67 Mil
% of Portfolio
1.96%
Total Estimate Gain
$22,935.09
% of Total Estimate Gain
0.24%

First Pacific Financial's Calvert Ultra-Short Investment Grade ETF Holding Summary

As of 2025-03-31, First Pacific Financial held 191,034.00 shares of Calvert Ultra-Short Investment Grade ETF(CVSB), totaling $9.67 Mil. This investment constitutes 1.96% of their stock portfolio, and First Pacific Financial now holds 5.26% of the outstanding Calvert Ultra-Short Investment Grade ETF(CVSB) stock.

The initial trade took place in 2024Q3. And since then First Pacific Financial has made 3 purchases of CVSB, at an average price of $50.74, for a total of 191,034.00 shares. Based on historical transaction data and CVSB's current price of $50.86, First Pacific Financial's estimated gain on his CVSB holdings is $22,935.09, reflecting a 0.24% gain to date.

First Pacific Financial CVSB ($50.86) Holding Chart

First Pacific Financial CVSB ($50.86) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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