Evensky & Katz LLC Barclays Bank PLC Transaction History
Evensky & Katz LLC
- $1.72 Billion
- Q3 2025
A detailed history of Evensky & Katz LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Evensky & Katz LLC holds 532,102 shares of CAPE stock, worth $16.8 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
532,102
Previous 551,666
3.55%
Holding current value
$16.8 Million
Previous $17.5 Million
1.21%
% of portfolio
1.01%
Previous 1.07%
Shares
13 transactions
Others Institutions Holding CAPE
# of Institutions
49Shares Held
7.04MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC2.05MShares$65 Million5.76% of portfolio
-
Straightline Group LLC Troy, MI1.01MShares$32 Million18.92% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL837KShares$26.5 Million10.89% of portfolio
-
Foundations Investment Advisors, LLC514KShares$16.3 Million0.27% of portfolio
-
Ubs Group Ag364KShares$11.5 Million0.0% of portfolio