Foundations Investment Advisors, LLC Barclays Bank PLC Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
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 279,300 shares of CAPE stock, worth $8.7 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
279,300
Previous 140,309
99.06%
Holding current value
$8.7 Million
Previous $4.15 Million
101.64%
% of portfolio
0.17%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding CAPE
# of Institutions
37Shares Held
7.85MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.27MShares$70.6 Million0.01% of portfolio
-
Waddell & Associates, LLC1.97MShares$61.5 Million7.17% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL854KShares$26.6 Million10.27% of portfolio
-
Evensky & Katz LLC591KShares$18.4 Million1.14% of portfolio
-
Santori & Peters, Inc.268KShares$8.35 Million3.09% of portfolio