Caldwell BK & Trust Co. (caldtr 0.55 06/30/25)
13F holders, Q2 2024 (June 30)1holders
$0.95avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding Caldwell BK & Trust Co. (caldtr 0.55 06/30/25) in their 13F filings. The largest holder was ORG Partners LLC ($17K).
- Company
- Caldwell BK & Trust Co. (caldtr 0.55 06/30/25)
- CUSIP
- 128829AH1
- Latest filing quarter
- Q2 2024
Total Exit/New Position Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $17K |
| Exits | 0 | $0 |
Ownership 1 holders
| ORG Partners LLC | 0.00% | New | 18,000 | $17K |
"% of holder's portfolio" is CALDWELL BK & TRUST CO (CALDTR 0.55 06/30/25)'s weight in each manager's 13F, not the share of Caldwell BK & Trust Co. (caldtr 0.55 06/30/25) the manager owns.