Southeast Asset Advisors Inc. Barclays Bank PLC Transaction History
Southeast Asset Advisors Inc.
- $827 Million
- Q2 2025
A detailed history of Southeast Asset Advisors Inc. transactions in Barclays Bank PLC stock. As of the latest transaction made, Southeast Asset Advisors Inc. holds 33,597 shares of CAPE stock, worth $1.08 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
33,597
Previous 33,597
-0.0%
Holding current value
$1.08 Million
Previous $1.02 Million
4.6%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding CAPE
# of Institutions
44Shares Held
6.8MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.99MShares$64 Million6.82% of portfolio
-
Straightline Group LLC Troy, MI971KShares$31.2 Million19.26% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL873KShares$28.1 Million10.82% of portfolio
-
Evensky & Katz LLC552KShares$17.8 Million1.07% of portfolio
-
Foundations Investment Advisors, LLC353KShares$11.4 Million0.19% of portfolio