Socha Financial Group, LLC Barclays Bank PLC Transaction History
Socha Financial Group, LLC
- $237 Billion
- Q3 2025
A detailed history of Socha Financial Group, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Socha Financial Group, LLC holds 83,690 shares of CAPE stock, worth $2.65 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
83,690
Previous 96,935
13.66%
Holding current value
$2.65 Million
Previous $3.08 Billion
11.57%
% of portfolio
1.15%
Previous 1.37%
Shares
14 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