Socha Financial Group, LLC Barclays Bank PLC Transaction History
Socha Financial Group, LLC
- $214 Billion
- Q2 2024
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 1,859,817 shares of CAPE stock, worth $53.9 Million. This represents 24.13% of its overall portfolio holdings.
Number of Shares
1,859,817
Previous 1,910,318
2.64%
Holding current value
$53.9 Million
Previous $53.5 Billion
3.61%
% of portfolio
24.13%
Previous 23.46%
Shares
9 transactions
Others Institutions Holding CAPE
# of Institutions
35Shares Held
9.2MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.2MShares$63.8 Million0.02% of portfolio
-
Waddell & Associates, LLC1.95MShares$56.6 Million7.17% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL853KShares$24.7 Million10.45% of portfolio
-
Evensky & Katz LLC594KShares$17.2 Million1.15% of portfolio
-
Santori & Peters, Inc.279KShares$8.1 Million3.32% of portfolio