Kingswood Wealth Advisors, LLC Barclays Bank PLC Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 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 13,100 shares of CAPE stock, worth $404,528. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,100
Previous 16,050 18.38%
Holding current value
$404,528
Previous $445 Million 12.96%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$27.05 - $29.64 $79,797 - $87,438
-2,950 Reduced 18.38%
13,100 $387 Million
Q2 2024

Jul 09, 2024
BUY
$26.34 - $27.85 $96,141 - $101,652
3,650 Added 29.44%
16,050 $445 Million
Q1 2024

Apr 15, 2024
BUY
$25.81 - $28.0 $80,011 - $86,800
3,100 Added 33.33%
12,400 $347 Million
Q4 2023

Jan 16, 2024
BUY
$22.7 - $26.68 $211,110 - $248,124
9,300 New
9,300 $247 Million

Others Institutions Holding CAPE

# of Institutions
37
Shares Held
11.6M
Call Options Held
0
Put Options Held
0
View Full List

About BARCLAYS BANK PLC

CAPE Quotes by TradingView
  • Ticker CAPE
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about CAPE
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