Caldwell Trust Co's ownership history for BMO

Caldwell Trust Co currently holds 1.5K shares with a market value of $195.4K. It started holding BMO on 2019-12-31. At its peak, it held 1.5K shares on 2021-09-30. Its highest holding value was $195.4K on 2025-09-30. At its lowest, it held 200 shares on 2019-12-31, with a value of $10.1K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 0. In the recent year, Caldwell Trust Co has increased its shares by 0.