Caldwell Trust Co's ownership history for USMV

Caldwell Trust Co currently holds 1.1K shares with a market value of $101.5K. It started holding USMV on 2019-12-31. At its peak, it held 1.8K shares on 2024-03-31. Its highest holding value was $154.2K on 2024-06-30. At its lowest, it held 800 shares on 2019-12-31, with a value of $43.2K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 500. In the recent year, Caldwell Trust Co has decreased its shares by 500.