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

Walled Lake Planning & Wealth Management, LLC

$257 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CAPE

# of Institutions

Shares Held

6.59M

Call Options Held

Put Options Held

Waddell & Associates, LLC

1.99M
Shares

$65.3 Million
6.82% of portfolio
Straightline Group LLC Troy, MI

971K
Shares

$31.9 Million
19.26% of portfolio
Evensky & Katz LLC

552K
Shares

$18.1 Million
1.07% of portfolio
Foundations Investment Advisors, LLC

353K
Shares

$11.6 Million
0.19% of portfolio
Ubs Group Ag

334K
Shares

$11 Million
0.0% of portfolio

View Full List

About BARCLAYS BANK PLC

Ticker CAPE
Exchange NYSE
Sector ETFs
Industry ETFs

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