Legacy Wealth Managment, Llc/Id Barclays Bank PLC Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Barclays Bank PLC stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 3,189 shares of CAPE stock, worth $100,836. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,189
Previous 3,178
0.35%
Holding current value
$100,836
Previous $101,000
1.98%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding CAPE
# of Institutions
49Shares Held
7.07MCall 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