Legacy Wealth Managment, Llc/Id Barclays Bank PLC Call Options Transaction History

Legacy Wealth Managment, Llc/Id

$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

43

Shares Held

6.59M

Call Options Held

0

Put Options Held

0

Waddell & Associates, LLC

1.99M
Shares

$63.9 Million
6.82% of portfolio
Straightline Group LLC Troy, MI

971K
Shares

$31.2 Million
19.26% of portfolio
Walled Lake Planning & Wealth Management, LLC Winnetka, IL

873K
Shares

$28 Million
10.82% of portfolio
Evensky & Katz LLC

552K
Shares

$17.7 Million
1.07% of portfolio
Foundations Investment Advisors, LLC

353K
Shares

$11.3 Million
0.19% of portfolio

About BARCLAYS BANK PLC

Ticker CAPE
Exchange NYSE
Sector ETFs
Industry ETFs

More about CAPE

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