Caldwell Trust CO American Centy ETF Tr Sustaina Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in American Centy ETF Tr Sustaina stock. As of the latest transaction made, Caldwell Trust CO holds 974 shares of ESGA stock, worth $69,942. This represents 0.01% of its overall portfolio holdings.
Number of Shares
974
Previous 974
-0.0%
Holding current value
$69,942
Previous $70.4 Million
6.77%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding ESGA
# of Institutions
27Shares Held
3.19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.71MShares$195 Million0.06% of portfolio
-
Merriman Wealth Management, LLC261KShares$18.8 Million0.8% of portfolio
-
Sunpointe, LLC St. Louis, MO68.3KShares$4.9 Million1.77% of portfolio
-
Pursuit Wealth Management LLC Palm Beach Gardens, FL44KShares$3.16 Million2.96% of portfolio
-
Midwest Trust CO Overland Park, KS22KShares$1.58 Million0.02% of portfolio