Kingswood Wealth Advisors, LLC Barclays Bank PLC Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 16,050 shares of CAPE stock, worth $469,783. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,050
Previous 12,400
29.44%
Holding current value
$469,783
Previous $347 Million
28.14%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding CAPE
# of Institutions
35Shares Held
9.2MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.2MShares$64.4 Million0.02% of portfolio
-
Waddell & Associates, LLC1.95MShares$57.2 Million7.17% of portfolio
-
Socha Financial Group, LLC Corning, NY1.86MShares$54.4 Million24.13% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL853KShares$25 Million10.45% of portfolio
-
Evensky & Katz LLC594KShares$17.4 Million1.15% of portfolio