Legacy Wealth Managment, Llc/Id Barclays Bank PLC Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Barclays Bank PLC stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 4,271 shares of CAPE stock, worth $132,529. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,271Holding current value
$132,529% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding CAPE
# of Institutions
41Shares Held
6.69MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.98MShares$61.5 Million8.08% of portfolio
-
Straightline Group LLC Troy, MI961KShares$29.8 Million18.88% of portfolio
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Walled Lake Planning & Wealth Management, LLC Winnetka, IL868KShares$26.9 Million10.24% of portfolio
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Evensky & Katz LLC555KShares$17.2 Million1.13% of portfolio
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Ubs Group Ag310KShares$9.62 Million0.0% of portfolio