Avaii Wealth Management, LLC Barclays Bank PLC Transaction History
Avaii Wealth Management, LLC
- $171 Million
- Q1 2025
A detailed history of Avaii Wealth Management, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 24,161 shares of CAPE stock, worth $702,118. This represents 0.43% of its overall portfolio holdings.
Number of Shares
24,161
Previous 24,198
0.15%
Holding current value
$702,118
Previous $725,000
1.24%
% of portfolio
0.43%
Previous 0.4%
Shares
9 transactions
Others Institutions Holding CAPE
# of Institutions
39Shares Held
8.78MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.27MShares$65.9 Million0.01% of portfolio
-
Waddell & Associates, LLC1.97MShares$57.2 Million6.06% of portfolio
-
Straightline Group LLC Troy, MI1.01MShares$29.3 Million19.83% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL866KShares$25.2 Million10.59% of portfolio
-
Evensky & Katz LLC579KShares$16.8 Million1.14% of portfolio