Foundations Investment Advisors, LLC Barclays Bank PLC Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 514,499 shares of CAPE stock, worth $16.3 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
514,499
Previous 352,924
45.78%
Holding current value
$16.3 Million
Previous $11.2 Million
49.31%
% of portfolio
0.27%
Previous 0.19%
Shares
6 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
-
Evensky & Katz LLC532KShares$16.8 Million1.01% of portfolio
-
Ubs Group Ag364KShares$11.5 Million0.0% of portfolio