Waddell & Associates, LLC Barclays Bank PLC Transaction History
Waddell & Associates, LLC
- $734 Million
- Q1 2024
A detailed history of Waddell & Associates, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Waddell & Associates, LLC holds 1,953,979 shares of CAPE stock, worth $54.2 Million. This represents 7.46% of its overall portfolio holdings.
Number of Shares
1,953,979
Previous 2,003,677
2.48%
Holding current value
$54.2 Million
Previous $53.2 Million
2.92%
% of portfolio
7.46%
Previous 7.25%
Shares
8 transactions
Others Institutions Holding CAPE
# of Institutions
35Shares Held
9.23MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.22MShares$61.5 Million0.02% of portfolio
-
Socha Financial Group, LLC Corning, NY1.91MShares$53 Million23.46% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL851KShares$23.6 Million10.55% of portfolio
-
Evensky & Katz LLC607KShares$16.8 Million1.2% of portfolio
-
Santori & Peters, Inc.286KShares$7.92 Million3.47% of portfolio