United Advisor Group, LLC Barclays Bank PLC Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, United Advisor Group, LLC holds 6,197 shares of CAPE stock, worth $195,949. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,197

Holding current value

$195,949

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$31.31 - $32.86 $194,028 - $203,633	6,197 New	6,197 $201,000

Others Institutions Holding CAPE

# of Institutions

Shares Held

7.04M

Call Options Held

Put Options Held

Waddell & Associates, LLC

2.05M
Shares

$65 Million
5.76% of portfolio
Straightline Group LLC Troy, MI

1.01M
Shares

$32 Million
18.92% of portfolio
Walled Lake Planning & Wealth Management, LLC Winnetka, IL

837K
Shares

$26.5 Million
10.89% of portfolio
Evensky & Katz LLC

532K
Shares

$16.8 Million
1.01% of portfolio
Foundations Investment Advisors, LLC

514K
Shares

$16.3 Million
0.27% of portfolio

View Full List

About BARCLAYS BANK PLC

Ticker CAPE
Exchange NYSE
Sector ETFs
Industry ETFs

More about CAPE

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United Advisor Group, LLC Barclays Bank PLC Transaction History