Caldwell Trust Co's ownership history for FI

Caldwell Trust Co currently holds 4.4K shares with a market value of $573.1K. It started holding FI on 2019-12-31. At its peak, it held 4.8K shares on 2019-12-31. Its highest holding value was $942.9K on 2025-03-31. At its lowest, it held 4.2K shares on 2024-09-30, with a value of $420.4K on 2022-06-30. In the recent 180 days, Caldwell Trust Co has increased its shares by 175. In the recent year, Caldwell Trust Co has increased its shares by 237.