Arete Wealth Advisors, LLC Barclays Bank PLC Transaction History
Arete Wealth Advisors, LLC
- $1.39 Billion
- Q4 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 9,817 shares of CAPE stock, worth $310,413. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,817
Previous 11,498
14.62%
Holding current value
$310,413
Previous $339,000
13.27%
% of portfolio
0.02%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding CAPE
# of Institutions
40Shares Held
8.8MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.27MShares$71.7 Million0.01% of portfolio
-
Waddell & Associates, LLC1.97MShares$62.3 Million6.06% of portfolio
-
Straightline Group LLC Troy, MI1.01MShares$31.9 Million19.83% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL866KShares$27.4 Million10.59% of portfolio
-
Evensky & Katz LLC579KShares$18.3 Million1.14% of portfolio