Caldwell Trust Co

Q4 2021 13F Holdings

Location
Venice, FL
Holdings as of
12/31/2021
Value ($000)
$869,548
Num holdings
743
Date filed
10/2/2025
Form type
13F-HR
Prev filing
10/2/2025
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