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 $14,955. This represents 0.0% of its overall portfolio holdings.

Number of Shares

500

Holding current value

$14,955

% 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

8.65M

Call Options Held

Put Options Held

Ubs Group Ag

2.27M
Shares

$67.9 Million
0.01% of portfolio
Waddell & Associates, LLC

1.97M
Shares

$58.9 Million
6.06% of portfolio
Straightline Group LLC Troy, MI

1.01M
Shares

$30.2 Million
19.83% of portfolio
Walled Lake Planning & Wealth Management, LLC Winnetka, IL

866K
Shares

$25.9 Million
10.59% of portfolio
Evensky & Katz LLC

579K
Shares

$17.3 Million
1.14% of portfolio

View Full List

About BARCLAYS BANK PLC

Ticker CAPE
Exchange NYSE
Sector ETFs
Industry ETFs

More about CAPE

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