United Advisor Group, LLC Barclays Bank PLC Transaction History
United Advisor Group, LLC
- $733 Million
- Q4 2025
A detailed history of United Advisor Group, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, United Advisor Group, LLC holds 7,381 shares of CAPE stock, worth $233,387. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,381
Previous 6,197
19.11%
Holding current value
$233,387
Previous $201,000
15.92%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding CAPE
# of Institutions
50Shares 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