Socha Financial Group, LLC Barclays Bank PLC Transaction History
Socha Financial Group, LLC
- $237 Billion
- Q3 2025
A detailed history of Socha Financial Group, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Socha Financial Group, LLC holds 83,690 shares of CAPE stock, worth $2.64 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
83,690
Previous 96,935
13.66%
Holding current value
$2.64 Million
Previous $3.08 Billion
11.57%
% of portfolio
1.15%
Previous 1.37%
Shares
14 transactions
Others Institutions Holding CAPE
# of Institutions
45Shares Held
6.78MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.99MShares$62.7 Million6.82% of portfolio
-
Straightline Group LLC Troy, MI971KShares$30.6 Million19.26% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL873KShares$27.5 Million10.82% of portfolio
-
Evensky & Katz LLC552KShares$17.4 Million1.07% of portfolio
-
Foundations Investment Advisors, LLC353KShares$11.1 Million0.19% of portfolio