Caldwell Trust CO Closed Holding Positions

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SUB
Ishares Short Term National Mu

ETFs
Q4 2023 Filed on Oct 01, 2025
390
$102.62 - $105.46 $40K - $41.1K
JBHT
Hunt J B Transport Services Inc

Industrials
Q3 2023 Filed on Oct 01, 2025
75
$179.04 - $208.24 $13.4K - $15.6K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q4 2023 Filed on Oct 01, 2025
12
$93.08 - $155.31 $1.12K - $1.86K
EWA
Ishares Msci Australia ETF

ETFs
Q3 2023 Filed on Oct 01, 2025
213
$21.25 - $23.47 $4.53K - $5K
EWG
Ishares Msci Germany ETF

ETFs
Q3 2023 Filed on Oct 01, 2025
27
$25.86 - $29.42 $698 - $794
MBB
Ishares Tr

ETFs
Q3 2023 Filed on Oct 01, 2025
24
$88.51 - $93.81 $2.12K - $2.25K
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q3 2023 Filed on Oct 01, 2025
32
$32.27 - $36.9 $1.03K - $1.18K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q3 2023 Filed on Oct 01, 2025
41
$44.15 - $48.97 $1.81K - $2.01K
EWP
Ishares Inc Msci Spain ETF

ETFs
Q3 2023 Filed on Oct 01, 2025
15
$27.13 - $29.75 $407 - $446
EZA
Ishares Msci South Africa ETF

ETFs
Q3 2023 Filed on Oct 01, 2025
14
$37.34 - $44.99 $523 - $630
EWS
Ishares Inc Msci Singapore ETF

ETFs
Q3 2023 Filed on Oct 01, 2025
25
$17.91 - $20.06 $448 - $501
EWN
Ishares Msci Netherlnds ETF

ETFs
Q3 2023 Filed on Oct 01, 2025
13
$37.36 - $45.26 $486 - $588
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q3 2023 Filed on Oct 01, 2025
9
$57.96 - $65.36 $522 - $588
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q2 2024 Filed on Sep 24, 2025
1,000
$144.77 - $161.63 $145K - $162K
M
Macy'S, Inc.

Consumer Cyclical
Q2 2024 Filed on Sep 24, 2025
250
$18.15 - $20.38 $4.54K - $5.1K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
Q2 2024 Filed on Sep 24, 2025
370
$54.64 - $57.88 $20.2K - $21.4K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
Q2 2024 Filed on Sep 24, 2025
135
$63.81 - $67.27 $8.61K - $9.08K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
Q2 2024 Filed on Sep 24, 2025
2,500
$23.85 - $23.98 $59.6K - $60K
HTZ
Hertz Global Holdings, Inc

Industrials
Q2 2024 Filed on Sep 24, 2025
500
$3.09 - $7.8 $1.55K - $3.9K
GTLS
Chart Industries Inc

Industrials
Q2 2024 Filed on Sep 24, 2025
230
$140.19 - $162.44 $32.2K - $37.4K
CTLT
Catalent, Inc.

Healthcare
Q3 2024 Filed on Sep 24, 2025
675
$56.16 - $60.96 $37.9K - $41.1K
BIDU
Baidu, Inc.

Communication Services
Q2 2024 Filed on Sep 24, 2025
100
$86.48 - $113.41 $8.65K - $11.3K
AN
Autonation, Inc.

Consumer Cyclical
Q2 2024 Filed on Sep 24, 2025
500
$152.33 - $170.96 $76.2K - $85.5K
PRTA
Prothena Corp Public LTD CO

Healthcare
Q2 2024 Filed on Sep 24, 2025
51
$19.54 - $26.15 $997 - $1.33K
RBLX
Roblox Corp

Communication Services
Q2 2024 Filed on Sep 24, 2025
250
$30.42 - $40.54 $7.61K - $10.1K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2024 Filed on Sep 24, 2025
70
$63.27 - $70.31 $4.43K - $4.92K
SMCI
Super Micro Computer, Inc.

Technology
Q4 2024 Filed on Sep 24, 2025
15
$18.01 - $49.12 $270 - $737
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2024 Filed on Sep 24, 2025
1,397
$21.09 - $21.18 $29.5K - $29.6K
FLQH
Franklin Templeton Libertyq In

ETFs
Q4 2024 Filed on Sep 24, 2025
917
N/A
Bunge Global Sa
Q4 2024 Filed on Sep 24, 2025
445
N/A
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q4 2024 Filed on Sep 24, 2025
154
$43.44 - $45.05 $6.69K - $6.94K
VRSK
Verisk Analytics, Inc.

Industrials
Q3 2024 Filed on Sep 24, 2025
340
$260.31 - $285.99 $88.5K - $97.2K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2024 Filed on Sep 24, 2025
365
$44.15 - $45.75 $16.1K - $16.7K
USO
United States Oil Fund, LP

ETFs
Q4 2024 Filed on Sep 24, 2025
75
$69.66 - $79.2 $5.22K - $5.94K
SCI
Service Corp International

Consumer Cyclical
Q2 2024 Filed on Sep 24, 2025
1,125
$67.59 - $73.35 $76K - $82.5K
ZYXI
Zynex Inc

Healthcare
Q4 2024 Filed on Sep 24, 2025
1,000
$7.51 - $9.3 $7.51K - $9.3K
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