Caldwell Trust Co

Q3 2023 13F Holdings

Location
Venice, FL
Holdings as of
9/30/2023
Value ($000)
$733,069
Num holdings
705
Date filed
10/1/2025
Form type
13F-HR
Prev filing
10/1/2025
Next filing
10/1/2025
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