Caldwell Trust Co's ownership history for XBI

Caldwell Trust Co currently holds 660 shares with a market value of $66.1K. It started holding XBI on 2019-12-31. At its peak, it held 1.5K shares on 2021-06-30. Its highest holding value was $214.0K on 2020-12-31. At its lowest, it held 660 shares on 2024-06-30, with a value of $53.5K on 2025-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 0. In the recent year, Caldwell Trust Co has increased its shares by 0.