Kingswood Wealth Advisors, LLC Barclays Bank PLC Transaction History

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 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 18,550 shares of CAPE stock, worth $596,567. This represents 0.05% of its overall portfolio holdings.

Number of Shares

18,550

Previous 65,800 71.81%

Holding current value

$596,567

Previous $2 Billion 70.48%

% of portfolio

0.05%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$27.26 - $31.81 $1.29 Million - $1.5 Million	-47,250 Reduced 71.81%	18,550 $590 Million
Q1 2025 Jul 25, 2025	BUY	$29.41 - $31.62 $4,411 - $4,743	150 Added 0.81%	18,700 $568 Million
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

Shares Held

6.58M

Call Options Held

Put Options Held

View Full List

About BARCLAYS BANK PLC

Ticker CAPE
Exchange NYSE
Sector ETFs
Industry ETFs

More about CAPE

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Kingswood Wealth Advisors, LLC Barclays Bank PLC Transaction History