Socha Financial Group, LLC Barclays Bank PLC Transaction History
Socha Financial Group, LLC
- $230 Billion
- Q3 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 1,851,841 shares of CAPE stock, worth $56.1 Million. This represents 23.77% of its overall portfolio holdings.
Number of Shares
1,851,841
Previous 1,859,817
0.43%
Holding current value
$56.1 Million
Previous $51.6 Billion
6.29%
% of portfolio
23.77%
Previous 24.13%
Shares
10 transactions
Others Institutions Holding CAPE
# of Institutions
37Shares Held
11.6MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL2.4MShares$72.8 Million0.22% of portfolio
-
Ubs Group Ag2.27MShares$68.7 Million0.01% of portfolio
-
Waddell & Associates, LLC1.97MShares$59.8 Million7.17% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL854KShares$25.9 Million10.27% of portfolio
-
Evensky & Katz LLC591KShares$17.9 Million1.14% of portfolio