Evensky & Katz LLC Barclays Bank PLC Transaction History
Evensky & Katz LLC
- $1.42 Billion
- Q1 2024
A detailed history of Evensky & Katz LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Evensky & Katz LLC holds 606,677 shares of CAPE stock, worth $17.1 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
606,677
Previous 616,568
1.6%
Holding current value
$17.1 Million
Previous $16.4 Million
3.85%
% of portfolio
1.2%
Previous 1.23%
Shares
7 transactions
Others Institutions Holding CAPE
# of Institutions
35Shares Held
9.23MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.22MShares$62.7 Million0.02% of portfolio
-
Waddell & Associates, LLC1.95MShares$55.2 Million7.46% of portfolio
-
Socha Financial Group, LLC Corning, NY1.91MShares$54 Million23.46% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL851KShares$24 Million10.55% of portfolio
-
Santori & Peters, Inc.286KShares$8.07 Million3.47% of portfolio