Caldwell Trust CO Global X Fds Adaptive U S Fact Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Global X Fds Adaptive U S Fact stock. As of the latest transaction made, Caldwell Trust CO holds 500 shares of AUSF stock, worth $22,485. This represents 0.0% of its overall portfolio holdings.

Number of Shares

500

Holding current value

$22,485

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 23, 2025	BUY	$44.16 - $46.75 $22,080 - $23,375	500 New	500 $23.3 Million

Others Institutions Holding AUSF

# of Institutions

Shares Held

12.4M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

4.63M
Shares

$208 Million
0.35% of portfolio
Waddell & Associates, LLC

1.46M
Shares

$65.5 Million
7.02% of portfolio
Bogart Wealth, LLC

928K
Shares

$41.8 Million
1.76% of portfolio
Lpl Financial LLC Fort Mill, SC

729K
Shares

$32.8 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

672K
Shares

$30.2 Million
0.04% of portfolio

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About GLOBAL X FDS ADAPTIVE U S FACT

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