Caldwell Trust Co's ownership history for IWD

Caldwell Trust Co currently holds 358 shares with a market value of $72.9K. It started holding IWD on 2019-12-31. At its peak, it held 3.0K shares on 2019-12-31. Its highest holding value was $506.8K on 2024-09-30. At its lowest, it held 247 shares on 2025-03-31, with a value of $46.5K on 2025-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 111. In the recent year, Caldwell Trust Co has decreased its shares by 2.3K.