Avaii Wealth Management, LLC Barclays Bank PLC Transaction History
Avaii Wealth Management, LLC
- $168 Million
- Q1 2024
A detailed history of Avaii Wealth Management, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 21,850 shares of CAPE stock, worth $615,296. This represents 0.36% of its overall portfolio holdings.
Number of Shares
21,850
Previous 20,470
6.74%
Holding current value
$615,296
Previous $543,000
12.52%
% of portfolio
0.36%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding CAPE
# of Institutions
35Shares Held
9.23MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.22MShares$62.5 Million0.02% of portfolio
-
Waddell & Associates, LLC1.95MShares$55 Million7.46% of portfolio
-
Socha Financial Group, LLC Corning, NY1.91MShares$53.8 Million23.46% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL851KShares$24 Million10.55% of portfolio
-
Evensky & Katz LLC607KShares$17.1 Million1.2% of portfolio