Ae Wealth Management LLC Barclays Bank PLC Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

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 326 shares of CAPE stock, worth $10,308. This represents 0.0% of its overall portfolio holdings.

Number of Shares

326

Holding current value

$10,308

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$29.04 - $32.05 $9,467 - $10,448	326 New	326 $9,000

Others Institutions Holding CAPE

# of Institutions

Shares Held

8.8M

Call Options Held

Put Options Held

Ubs Group Ag

2.27M
Shares

$71.7 Million
0.01% of portfolio
Waddell & Associates, LLC

1.97M
Shares

$62.3 Million
6.06% of portfolio
Straightline Group LLC Troy, MI

1.01M
Shares

$31.9 Million
19.83% of portfolio
Walled Lake Planning & Wealth Management, LLC Winnetka, IL

866K
Shares

$27.4 Million
10.59% of portfolio
Evensky & Katz LLC

579K
Shares

$18.3 Million
1.14% of portfolio

View Full List

About BARCLAYS BANK PLC

Ticker CAPE
Exchange NYSE
Sector ETFs
Industry ETFs

More about CAPE

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