Foundations Investment Advisors, LLC Barclays Bank PLC Transaction History
Foundations Investment Advisors, LLC
- $5.88 Billion
- Q2 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 352,924 shares of CAPE stock, worth $11.4 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
352,924
Previous 285,712
23.52%
Holding current value
$11.4 Million
Previous $8.68 Million
29.3%
% of portfolio
0.19%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding CAPE
# of Institutions
43Shares Held
6.58MCall 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
-
Evensky & Katz LLC552KShares$17.7 Million1.07% of portfolio
-
Ubs Group Ag334KShares$10.7 Million0.0% of portfolio