Triad Wealth Partners, LLC Barclays Bank PLC Call Options Transaction History

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CAPE

# of Institutions

45

Shares Held

6.99M

Call Options Held

0

Put Options Held

0

Waddell & Associates, LLC

1.99M
Shares

$62 Million
6.82% of portfolio
Straightline Group LLC Troy, MI

1.01M
Shares

$31.6 Million
18.92% of portfolio
Walled Lake Planning & Wealth Management, LLC Winnetka, IL

873K
Shares

$27.2 Million
10.82% of portfolio
Evensky & Katz LLC

552K
Shares

$17.2 Million
1.07% of portfolio
Foundations Investment Advisors, LLC

514K
Shares

$16 Million
0.27% of portfolio

About BARCLAYS BANK PLC

Ticker CAPE
Exchange NYSE
Sector ETFs
Industry ETFs

More about CAPE

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