Waddell & Associates, LLC Barclays Bank PLC Transaction History
Waddell & Associates, LLC
- $755 Million
- Q2 2024
A detailed history of Waddell & Associates, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Waddell & Associates, LLC holds 1,952,955 shares of CAPE stock, worth $57.6 Million. This represents 7.17% of its overall portfolio holdings.
Number of Shares
1,952,955
Previous 1,953,979
0.05%
Holding current value
$57.6 Million
Previous $54.7 Million
1.05%
% of portfolio
7.17%
Previous 7.46%
Shares
9 transactions
Others Institutions Holding CAPE
# of Institutions
35Shares Held
9.2MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.2MShares$64.8 Million0.02% of portfolio
-
Socha Financial Group, LLC Corning, NY1.86MShares$54.8 Million24.13% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL853KShares$25.1 Million10.45% of portfolio
-
Evensky & Katz LLC594KShares$17.5 Million1.15% of portfolio
-
Santori & Peters, Inc.279KShares$8.23 Million3.32% of portfolio