New Edge Advisors, LLC Barclays Bank PLC Transaction History
New Edge Advisors, LLC
- $18.3 Billion
- Q2 2025
A detailed history of New Edge Advisors, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, New Edge Advisors, LLC holds 500 shares of CAPE stock, worth $15,755. This represents 0.0% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$15,755
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CAPE
# of Institutions
43Shares Held
6.59MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.99MShares$62.7 Million6.82% of portfolio
-
Straightline Group LLC Troy, MI971KShares$30.6 Million19.26% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL873KShares$27.5 Million10.82% of portfolio
-
Evensky & Katz LLC552KShares$17.4 Million1.07% of portfolio
-
Foundations Investment Advisors, LLC353KShares$11.1 Million0.19% of portfolio