Kingswood Wealth Advisors, LLC Barclays Bank PLC Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 20,050 shares of CAPE stock, worth $633,981. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,050
Previous 18,550 8.09%
Holding current value
$633,981
Previous $590 Million 10.7%
% of portfolio
0.04%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$31.31 - $32.86 $46,965 - $49,290
1,500 Added 8.09%
20,050 $653 Million
Q2 2025

Jul 23, 2025
SELL
$27.26 - $31.81 $1.29 Million - $1.5 Million
-47,250 Reduced 71.81%
18,550 $590 Million
Q1 2025

Jul 25, 2025
BUY
$29.41 - $31.62 $4,411 - $4,743
150 Added 0.81%
18,700 $568 Million
Q1 2025

Apr 21, 2025
BUY
$29.41 - $31.62 $1.08 Million - $1.16 Million
36,600 Added 125.34%
65,800 $2 Billion
Q4 2024

Jan 22, 2025
BUY
$29.04 - $32.05 $467,544 - $516,004
16,100 Added 122.9%
29,200 $875 Million
Q3 2024

Oct 21, 2024
SELL
$27.05 - $29.64 $79,797 - $87,438
-2,950 Reduced 18.38%
13,100 $387 Million
Q2 2024

Jul 09, 2024
BUY
$26.34 - $27.85 $96,141 - $101,652
3,650 Added 29.44%
16,050 $445 Million
Q1 2024

Apr 15, 2024
BUY
$25.81 - $28.0 $80,011 - $86,800
3,100 Added 33.33%
12,400 $347 Million
Q4 2023

Jan 16, 2024
BUY
$22.7 - $26.68 $211,110 - $248,124
9,300 New
9,300 $247 Million

Others Institutions Holding CAPE

# of Institutions
49
Shares Held
7.04M
Call Options Held
0
Put Options Held
0
View Full List

About BARCLAYS BANK PLC

CAPE Quotes by TradingView
  • Ticker CAPE
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about CAPE
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email