Walled Lake Planning & Wealth Management, LLC Barclays Bank PLC Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $258 Million
  • Q1 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 867,953 shares of CAPE stock, worth $27.9 Million. This represents 10.24% of its overall portfolio holdings.

Number of Shares
867,953
Previous 866,211 0.2%
Holding current value
$27.9 Million
Previous $26 Million 1.61%
% of portfolio
10.24%
Previous 10.59%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$29.41 - $31.62 $51,232 - $55,082
1,742 Added 0.2%
867,953 $26.4 Million
Q4 2024

Feb 12, 2025
BUY
$29.04 - $32.05 $365,090 - $402,932
12,572 Added 1.47%
866,211 $26 Million
Q3 2024

Nov 14, 2024
BUY
$27.05 - $29.64 $8,331 - $9,129
308 Added 0.04%
853,639 $25.3 Million
Q2 2024

Aug 12, 2024
BUY
$26.34 - $27.85 $58,685 - $62,049
2,228 Added 0.26%
853,331 $23.7 Million
Q1 2024

May 13, 2024
BUY
$25.81 - $28.0 $137,335 - $148,988
5,321 Added 0.63%
851,103 $23.8 Million
Q4 2023

Feb 13, 2024
BUY
$22.7 - $26.68 $305,700 - $359,299
13,467 Added 1.62%
845,782 $22.4 Million
Q3 2023

Nov 14, 2023
BUY
$23.63 - $25.37 $121,458 - $130,401
5,140 Added 0.62%
832,315 $19.7 Million
Q2 2023

Aug 11, 2023
BUY
$22.02 - $24.49 $9,424 - $10,481
428 Added 0.05%
827,175 $20.3 Million
Q1 2023

May 12, 2023
BUY
$20.85 - $23.89 $17.2 Million - $19.8 Million
826,747 New
826,747 $18.7 Million

Others Institutions Holding CAPE

# of Institutions
41
Shares Held
6.71M
Call Options Held
0
Put Options Held
0
View Full List

About BARCLAYS BANK PLC

CAPE Quotes by TradingView
  • Ticker CAPE
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about CAPE
Track This Portfolio

Track Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email