Avaii Wealth Management, LLC Barclays Bank PLC Transaction History
Avaii Wealth Management, LLC
- $178 Million
- Q3 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 24,056 shares of CAPE stock, worth $721,439. This represents 0.4% of its overall portfolio holdings.
Number of Shares
24,056
Previous 23,373
2.92%
Holding current value
$721,439
Previous $647,000
9.89%
% of portfolio
0.4%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding CAPE
# of Institutions
36Shares Held
9.3MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.2MShares$66 Million0.02% of portfolio
-
Waddell & Associates, LLC1.95MShares$58.6 Million7.17% of portfolio
-
Socha Financial Group, LLC Corning, NY1.86MShares$55.8 Million24.13% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL853KShares$25.6 Million10.45% of portfolio
-
Evensky & Katz LLC591KShares$17.7 Million1.14% of portfolio