Spire Wealth Management Barclays Bank PLC Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in Barclays Bank PLC stock. As of the latest transaction made, Spire Wealth Management holds 500 shares of CAPE stock, worth $15,515. This represents 0.0% of its overall portfolio holdings.

Number of Shares

500

Holding current value

$15,515

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$29.41 - $31.62 $14,705 - $15,810	500 New	500 $15,000

Others Institutions Holding CAPE

# of Institutions

Shares Held

6.69M

Call Options Held

Put Options Held

Waddell & Associates, LLC

1.98M
Shares

$61.5 Million
8.08% of portfolio
Straightline Group LLC Troy, MI

961K
Shares

$29.8 Million
18.88% of portfolio
Walled Lake Planning & Wealth Management, LLC Winnetka, IL

868K
Shares

$26.9 Million
10.24% of portfolio
Evensky & Katz LLC

555K
Shares

$17.2 Million
1.13% of portfolio
Ubs Group Ag

310K
Shares

$9.62 Million
0.0% of portfolio

View Full List

About BARCLAYS BANK PLC

Ticker CAPE
Exchange NYSE
Sector ETFs
Industry ETFs

More about CAPE

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