Caldwell Trust Co's ownership history for IWF

Caldwell Trust Co currently holds 5.3K shares with a market value of $2.5M. It started holding IWF on 2019-12-31. At its peak, it held 7.7K shares on 2023-06-30. Its highest holding value was $2.8M on 2024-09-30. At its lowest, it held 4.1K shares on 2019-12-31, with a value of $616.0K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 130. In the recent year, Caldwell Trust Co has decreased its shares by 2.3K.