Caldwell Trust CO Msci Eafe Value ETF Call Options Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding EFV
# of Institutions
1,229Shares Held
347MCall Options Held
1.3MPut Options Held
0-
Envestnet Asset Management Inc60.5MShares$4.26 Billion1.27% of portfolio
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Lpl Financial LLC Fort Mill, SC22.7MShares$1.6 Billion0.51% of portfolio
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Jpmorgan Chase & CO New York, NY14.3MShares$1.01 Billion0.06% of portfolio
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Us Bancorp \De\14MShares$986 Million1.15% of portfolio
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Morgan Stanley New York, NY12MShares$845 Million0.05% of portfolio