Caldwell Trust Co

Q2 2025 13F Holdings

Location
Venice, FL
Holdings as of
6/30/2025
Value ($000)
$1,000,012
Num holdings
745
Date filed
9/22/2025
Form type
13F-HR
Prev filing
9/23/2025
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type