Kestra Advisory Services, LLC Barclays Bank PLC Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
A detailed history of Kestra Advisory Services, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 6,806 shares of CAPE stock, worth $215,205. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,806
Previous 6,806
-0.0%
Holding current value
$215,205
Previous $216,000
2.31%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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
-
Foundations Investment Advisors, LLC514KShares$16.3 Million0.27% of portfolio