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

Walled Lake Planning & Wealth Management, LLC

  • $250 Million
  • Q3 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 836,621 shares of CAPE stock, worth $26.5 Million. This represents 10.89% of its overall portfolio holdings.

Number of Shares
836,621
Previous 872,962 4.16%
Holding current value
$26.5 Million
Previous $27.8 Million 1.84%
% of portfolio
10.89%
Previous 10.82%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$31.31 - $32.86 $1.14 Million - $1.19 Million
-36,341 Reduced 4.16%
836,621 $27.3 Million
Q2 2025

Aug 12, 2025
BUY
$27.26 - $31.81 $136,545 - $159,336
5,009 Added 0.58%
872,962 $27.8 Million
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
49
Shares Held
7.04M
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
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