Kingswood Wealth Advisors, LLC Barclays Bank PLC Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 65,800 shares of CAPE stock, worth $2.12 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
65,800
Previous 29,200 125.34%
Holding current value
$2.12 Million
Previous $875 Million 128.43%
% of portfolio
0.08%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$29.41 - $31.62 $1.08 Million - $1.16 Million
36,600 Added 125.34%
65,800 $2 Billion
Q4 2024

Jan 22, 2025
BUY
$29.04 - $32.05 $467,544 - $516,004
16,100 Added 122.9%
29,200 $875 Million
Q3 2024

Oct 21, 2024
SELL
$27.05 - $29.64 $79,797 - $87,438
-2,950 Reduced 18.38%
13,100 $387 Million
Q2 2024

Jul 09, 2024
BUY
$26.34 - $27.85 $96,141 - $101,652
3,650 Added 29.44%
16,050 $445 Million
Q1 2024

Apr 15, 2024
BUY
$25.81 - $28.0 $80,011 - $86,800
3,100 Added 33.33%
12,400 $347 Million
Q4 2023

Jan 16, 2024
BUY
$22.7 - $26.68 $211,110 - $248,124
9,300 New
9,300 $247 Million

Others Institutions Holding CAPE

# of Institutions
41
Shares Held
6.71M
Call Options Held
0
Put Options Held
0
View Full List

About BARCLAYS BANK PLC

CAPE Quotes by TradingView
  • Ticker CAPE
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about CAPE
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