Caldwell Trust CO Flexshares Tr Morningstar Glob Transaction History

Caldwell Trust CO

$1 Trillion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Sep 24, 2025	BUY	$36.15 - $41.9 $2,964 - $3,435	82 New	82 $2.98 Million
Q3 2024 Sep 24, 2025	SELL	$38.51 - $41.48 $15,866 - $17,089	-412 Closed	0 $0
Q1 2024 Sep 24, 2025	BUY	$37.61 - $41.07 $15,495 - $16,920	412 New	412 $16.9 Million
Q3 2023 Oct 01, 2025	SELL	$39.27 - $42.69 $1,178 - $1,280	-30 Reduced 3.06%	950 $38.4 Million
Q2 2023 Oct 01, 2025	BUY	$38.53 - $44.08 $37,759 - $43,198	980 New	980 $39.3 Million
Q2 2020 Oct 02, 2025	SELL	$22.02 - $30.18 $61,656 - $84,504	-2,800 Closed	0 $0
Q1 2020 Oct 02, 2025	BUY	$19.16 - $33.67 $53,648 - $94,276	2,800 New	2,800 $63.1 Million
Q4 2019 Oct 06, 2025	BUY	$30.06 - $33.53 $84,168 - $93,884	2,800 New	2,800 $93.9 Million

Others Institutions Holding GUNR

# of Institutions

293

Shares Held

101M

Call Options Held

0

Put Options Held

0

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