Caldwell Trust Co's ownership history for DFAS

Caldwell Trust Co currently holds 3.0K shares with a market value of $245.8K. It started holding DFAS on 2024-12-31. At its peak, it held 3.1K shares on 2024-12-31. Its highest holding value was $245.8K on 2026-06-30. At its lowest, it held 3.0K shares on 2026-06-30, with a value of $188.0K on 2025-03-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 161. In the recent year, Caldwell Trust Co has decreased its shares by 161.