Pettinga Financial Advisors, LLC Barclays Bank PLC Transaction History

Pettinga Financial Advisors, LLC

$436 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$29.04 - $32.05 $473,352 - $522,414	16,300 New	16,300 $488,000

Others Institutions Holding CAPE

# of Institutions

43

Shares Held

6.58M

Call Options Held

0

Put Options Held

0

Waddell & Associates, LLC

1.99M
Shares

$64 Million
6.82% of portfolio
Straightline Group LLC Troy, MI

961K
Shares

$30.9 Million
18.88% of portfolio
Walled Lake Planning & Wealth Management, LLC Winnetka, IL

873K
Shares

$28.1 Million
10.82% of portfolio
Evensky & Katz LLC

552K
Shares

$17.7 Million
1.07% of portfolio
Foundations Investment Advisors, LLC

353K
Shares

$11.4 Million
0.19% of portfolio

About BARCLAYS BANK PLC

Ticker CAPE
Exchange NYSE
Sector ETFs
Industry ETFs

More about CAPE

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