Socha Financial Group, LLC Barclays Bank PLC Transaction History
Socha Financial Group, LLC
- $225 Billion
- Q2 2025
A detailed history of Socha Financial Group, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Socha Financial Group, LLC holds 96,935 shares of CAPE stock, worth $3.07 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
96,935
Previous 113,347
14.48%
Holding current value
$3.07 Million
Previous $3.44 Billion
10.48%
% of portfolio
1.37%
Previous 1.68%
Shares
13 transactions
Others Institutions Holding CAPE
# of Institutions
43Shares Held
6.66MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.98MShares$62.9 Million8.08% of portfolio
-
Straightline Group LLC Troy, MI961KShares$30.5 Million18.88% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL868KShares$27.5 Million10.24% of portfolio
-
Evensky & Katz LLC552KShares$17.5 Million1.07% of portfolio
-
Ubs Group Ag310KShares$9.83 Million0.0% of portfolio