Caldwell Trust Co

Q4 2019 13F Holdings

Location
Venice, FL
Holdings as of
12/31/2019
Value ($000)
$654,813
Num holdings
802
Date filed
10/6/2025
Form type
13F-HR
Prev filing
Next filing
10/2/2025
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