Caldwell Trust Co's ownership history for AGG

Caldwell Trust Co currently holds 145.7K shares with a market value of $14.5M. It started holding AGG on 2019-12-31. At its peak, it held 145.7K shares on 2026-03-31. Its highest holding value was $14.5M on 2026-03-31. At its lowest, it held 44.8K shares on 2019-12-31, with a value of $4.7M on 2023-09-30. In the recent 180 days, Caldwell Trust Co has increased its shares by 31.4K. In the recent year, Caldwell Trust Co has increased its shares by 44.7K.