Southeast Asset Advisors Inc. Barclays Bank PLC Transaction History
Southeast Asset Advisors Inc.
- $899 Million
- Q3 2025
A detailed history of Southeast Asset Advisors Inc. transactions in Barclays Bank PLC stock. As of the latest transaction made, Southeast Asset Advisors Inc. holds 33,597 shares of CAPE stock, worth $1.06 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
33,597
Previous 33,597
-0.0%
Holding current value
$1.06 Million
Previous $1.07 Million
2.43%
% of portfolio
0.12%
Previous 0.13%
Shares
1 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