Caldwell Trust Co's ownership history for DFIV

Caldwell Trust Co currently holds 5.1K shares with a market value of $236.6K. It started holding DFIV on 2024-12-31. At its peak, it held 5.1K shares on 2024-12-31. Its highest holding value was $236.6K on 2025-09-30. At its lowest, it held 5.1K shares on 2024-12-31, with a value of $182.0K on 2024-12-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 0.