Caldwell Trust CO Ishares Tr Core Aggressive All Put Options Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AOA

# of Institutions

407

Shares Held

9.26M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$197 Million
1.06% of portfolio
Rockefeller Capital Management L.P. New York, NY

531K
Shares

$47.6 Million
0.1% of portfolio
Assetmark, Inc

243K
Shares

$21.8 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

199K
Shares

$17.9 Million
0.01% of portfolio
Mesirow Financial Investment Management, Inc.

155K
Shares

$13.9 Million
0.26% of portfolio

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