Waddell & Associates, LLC Barclays Bank PLC Transaction History
Waddell & Associates, LLC
- $927 Million
- Q2 2025
A detailed history of Waddell & Associates, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Waddell & Associates, LLC holds 1,988,686 shares of CAPE stock, worth $64 Million. This represents 6.82% of its overall portfolio holdings.
Number of Shares
1,988,686
Previous 1,982,264
0.32%
Holding current value
$64 Million
Previous $60.2 Million
5.01%
% of portfolio
6.82%
Previous 8.08%
Shares
14 transactions
Others Institutions Holding CAPE
# of Institutions
45Shares Held
6.76MCall Options Held
0Put Options Held
0-
Straightline Group LLC Troy, MI961KShares$30.9 Million18.88% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL873KShares$28.1 Million10.82% of portfolio
-
Evensky & Katz LLC552KShares$17.7 Million1.07% of portfolio
-
Foundations Investment Advisors, LLC353KShares$11.4 Million0.19% of portfolio
-
Ubs Group Ag334KShares$10.7 Million0.0% of portfolio