Legacy Wealth Managment, Llc/Id Barclays Bank PLC Transaction History

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 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 3,178 shares of CAPE stock, worth $101,028. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,178
Previous 4,271 25.59%
Holding current value
$101,028
Previous $129,000 21.71%
% of portfolio
0.08%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$27.26 - $31.81 $29,795 - $34,768
-1,093 Reduced 25.59%
3,178 $101,000
Q1 2025

May 16, 2025
BUY
$29.41 - $31.62 $125,610 - $135,049
4,271 New
4,271 $129,000

Others Institutions Holding CAPE

# of Institutions
43
Shares Held
6.73M
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
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email