Caldwell Trust Co's ownership history for TIP

Caldwell Trust Co currently holds 5.5K shares with a market value of $616.2K. It started holding TIP on 2019-12-31. At its peak, it held 22.6K shares on 2022-06-30. Its highest holding value was $2.7M on 2021-12-31. At its lowest, it held 5.5K shares on 2025-09-30, with a value of $616.2K on 2025-09-30. In the recent 180 days, Caldwell Trust Co has decreased its shares by 1.4K. In the recent year, Caldwell Trust Co has decreased its shares by 2.2K.