Legacy Investment Solutions, LLC Barclays Bank PLC Call Options Transaction History

Legacy Investment Solutions, LLC

$120 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CAPE

# of Institutions

49

Shares Held

7.04M

Call Options Held

0

Put Options Held

0

Waddell & Associates, LLC

2.05M
Shares

$65 Million
5.76% of portfolio
Straightline Group LLC Troy, MI

1.01M
Shares

$32 Million
18.92% of portfolio
Walled Lake Planning & Wealth Management, LLC Winnetka, IL

837K
Shares

$26.5 Million
10.89% of portfolio
Evensky & Katz LLC

532K
Shares

$16.8 Million
1.01% of portfolio
Foundations Investment Advisors, LLC

514K
Shares

$16.3 Million
0.27% of portfolio

About BARCLAYS BANK PLC

Ticker CAPE
Exchange NYSE
Sector ETFs
Industry ETFs

More about CAPE

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