Caldwell Trust Co's ownership history for XLF

Caldwell Trust Co currently holds 13.2K shares with a market value of $709.1K. It started holding XLF on 2019-12-31. At its peak, it held 30.7K shares on 2020-06-30. Its highest holding value was $1.0M on 2024-12-31. At its lowest, it held 12.6K shares on 2025-03-31, with a value of $487.3K on 2020-09-30. In the recent 180 days, Caldwell Trust Co has increased its shares by 610. In the recent year, Caldwell Trust Co has decreased its shares by 7.4K.