Socha Financial Group, LLC Barclays Bank PLC Transaction History
Socha Financial Group, LLC
- $205 Billion
- Q1 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 113,347 shares of CAPE stock, worth $3.52 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
113,347
Previous 228,325
50.36%
Holding current value
$3.52 Million
Previous $6.84 Billion
49.66%
% of portfolio
1.68%
Previous 3.21%
Shares
12 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
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL868KShares$26.9 Million10.24% of portfolio
-
Evensky & Katz LLC555KShares$17.2 Million1.13% of portfolio
-
Ubs Group Ag310KShares$9.62 Million0.0% of portfolio