Walled Lake Planning & Wealth Management, LLC Barclays Bank PLC Transaction History
Walled Lake Planning & Wealth Management, LLC
- $226 Million
- Q1 2024
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 851,103 shares of CAPE stock, worth $23.8 Million. This represents 10.55% of its overall portfolio holdings.
Number of Shares
851,103
Previous 845,782
0.63%
Holding current value
$23.8 Million
Previous $22.4 Million
6.2%
% of portfolio
10.55%
Previous 10.44%
Shares
5 transactions
Others Institutions Holding CAPE
# of Institutions
35Shares Held
9.23MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.22MShares$61.9 Million0.02% of portfolio
-
Waddell & Associates, LLC1.95MShares$54.5 Million7.46% of portfolio
-
Socha Financial Group, LLC Corning, NY1.91MShares$53.3 Million23.46% of portfolio
-
Evensky & Katz LLC607KShares$16.9 Million1.2% of portfolio
-
Santori & Peters, Inc.286KShares$7.98 Million3.47% of portfolio