Southeast Asset Advisors Inc. Barclays Bank PLC Transaction History
Southeast Asset Advisors Inc.
- $829 Million
- Q1 2024
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 $948,779. This represents 0.11% of its overall portfolio holdings.
Number of Shares
33,597
Previous 33,597
-0.0%
Holding current value
$948,779
Previous $891,000
5.5%
% of portfolio
0.11%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding CAPE
# of Institutions
34Shares Held
9.16MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.22MShares$62.6 Million0.02% of portfolio
-
Waddell & Associates, LLC1.95MShares$55.2 Million7.46% of portfolio
-
Socha Financial Group, LLC Corning, NY1.91MShares$53.9 Million23.46% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL851KShares$24 Million10.55% of portfolio
-
Evensky & Katz LLC607KShares$17.1 Million1.2% of portfolio