Foundations Investment Advisors, LLC Barclays Bank PLC Transaction History
Foundations Investment Advisors, LLC
- $5.1 Billion
- Q1 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 285,712 shares of CAPE stock, worth $9.19 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
285,712
Previous 279,300
2.3%
Holding current value
$9.19 Million
Previous $8.37 Million
3.73%
% of portfolio
0.17%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding CAPE
# of Institutions
41Shares Held
6.71MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.98MShares$63.8 Million8.08% of portfolio
-
Straightline Group LLC Troy, MI961KShares$30.9 Million18.88% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL868KShares$27.9 Million10.24% of portfolio
-
Evensky & Katz LLC555KShares$17.9 Million1.13% of portfolio
-
Ubs Group Ag310KShares$9.97 Million0.0% of portfolio