Ae Wealth Management LLC Barclays Bank PLC Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Ae Wealth Management LLC holds 273 shares of CAPE stock, worth $8,787. This represents 0.0% of its overall portfolio holdings.
Number of Shares
273
Previous 326
16.26%
Holding current value
$8,787
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CAPE
# of Institutions
44Shares Held
6.79MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.99MShares$64 Million6.82% of portfolio
-
Straightline Group LLC Troy, MI971KShares$31.2 Million19.26% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL873KShares$28.1 Million10.82% of portfolio
-
Evensky & Katz LLC552KShares$17.8 Million1.07% of portfolio
-
Foundations Investment Advisors, LLC353KShares$11.4 Million0.19% of portfolio