Transform Wealth, LLC Barclays Bank PLC Transaction History

Transform Wealth, LLC

  • $1.02 Billion
  • Q1 2024

A detailed history of Transform Wealth, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Transform Wealth, LLC holds 86,165 shares of CAPE stock, worth $2.41 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
86,165
Previous 134,752 36.06%
Holding current value
$2.41 Million
Previous $3.57 Million 32.51%
% of portfolio
0.24%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$25.81 - $28.0 $1.25 Million - $1.36 Million
-48,587 Reduced 36.06%
86,165 $2.41 Million
Q4 2023

Jan 18, 2024
BUY
$22.7 - $26.68 $1.77 Million - $2.08 Million
78,011 Added 137.49%
134,752 $3.57 Million
Q3 2023

Oct 10, 2023
SELL
$23.63 - $25.37 $1.53 Million - $1.64 Million
-64,725 Reduced 53.29%
56,741 $1.34 Million
Q2 2023

Jul 13, 2023
SELL
$22.02 - $24.49 $21,733 - $24,171
-987 Reduced 0.81%
121,466 $2.97 Million
Q1 2023

Apr 14, 2023
SELL
$20.85 - $23.89 $2.86 Million - $3.28 Million
-137,095 Reduced 52.82%
122,453 $2.78 Million
Q4 2022

Jan 12, 2023
BUY
$20.55 - $22.74 $5.33 Million - $5.9 Million
259,548 New
259,548 $0

Others Institutions Holding CAPE

# of Institutions
35
Shares Held
9.23M
Call Options Held
0
Put Options Held
0
View Full List

About BARCLAYS BANK PLC

CAPE Quotes by TradingView
  • Ticker CAPE
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about CAPE
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