Caldwell Trust CO Flexshares Stoxx Global Broad Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Flexshares Stoxx Global Broad stock. As of the latest transaction made, Caldwell Trust CO holds 113 shares of NFRA stock, worth $7,069. This represents 0.0% of its overall portfolio holdings.

Number of Shares

113

Holding current value

$7,069

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$60.61 - $63.45 $6,848 - $7,169	113 New	113 $7.11 Million
Q1 2025 Sep 23, 2025	BUY	$53.37 - $57.8 $37,359 - $40,460	700 New	700 $40.3 Million
Q4 2024 Sep 24, 2025	BUY	$54.11 - $59.58 $4,382 - $4,825	81 New	81 $4.39 Million

Others Institutions Holding NFRA

# of Institutions

135

Shares Held

42.4M

Call Options Held

Put Options Held

Northern Trust Corp Chicago, IL

35M
Shares

$2.19 Billion
0.29% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

2.15M
Shares

$135 Million
7.36% of portfolio
Alaska Permanent Capital Management

1.14M
Shares

$71.3 Million
5.36% of portfolio
Apcm Wealth Management For Individuals

729K
Shares

$45.6 Million
6.09% of portfolio
Camden Capital, LLC

271K
Shares

$17 Million
0.87% of portfolio

View Full List

About FLEXSHARES STOXX GLOBAL BROAD

Ticker NFRA
Sector ETFs
Industry ETFs

More about NFRA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.

Account