Evensky & Katz LLC Barclays Bank PLC Transaction History
Evensky & Katz LLC
- $1.64 Billion
- Q2 2025
A detailed history of Evensky & Katz LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Evensky & Katz LLC holds 551,666 shares of CAPE stock, worth $17.7 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
551,666
Previous 555,300
0.65%
Holding current value
$17.7 Million
Previous $16.9 Million
3.98%
% of portfolio
1.07%
Previous 1.13%
Shares
12 transactions
Others Institutions Holding CAPE
# of Institutions
45Shares Held
6.76MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.99MShares$64 Million6.82% of portfolio
-
Straightline Group LLC Troy, MI961KShares$30.9 Million18.88% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL873KShares$28.1 Million10.82% of portfolio
-
Foundations Investment Advisors, LLC353KShares$11.4 Million0.19% of portfolio
-
Ubs Group Ag334KShares$10.7 Million0.0% of portfolio