Caldwell Trust Co's ownership history for DBEF

Caldwell Trust Co currently holds 1.2K shares with a market value of $57.0K. It started holding DBEF on 2019-12-31. At its peak, it held 1.4K shares on 2021-09-30. Its highest holding value was $60.1K on 2025-12-31. At its lowest, it held 146 shares on 2019-12-31, with a value of $3.9K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 97. In the recent year, Caldwell Trust Co has decreased its shares by 97.