Waddell & Associates, LLC Barclays Bank PLC Transaction History
Waddell & Associates, LLC
- $974 Million
- Q4 2024
A detailed history of Waddell & Associates, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Waddell & Associates, LLC holds 1,969,289 shares of CAPE stock, worth $57.5 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
1,969,289
Previous 1,973,909
0.23%
Holding current value
$57.5 Million
Previous $58.4 Million
1.05%
% of portfolio
6.06%
Previous 7.17%
Shares
11 transactions
Others Institutions Holding CAPE
# of Institutions
39Shares Held
8.78MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.27MShares$66.3 Million0.01% of portfolio
-
Straightline Group LLC Troy, MI1.01MShares$29.5 Million19.83% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL866KShares$25.3 Million10.59% of portfolio
-
Evensky & Katz LLC579KShares$16.9 Million1.14% of portfolio
-
Foundations Investment Advisors, LLC279KShares$8.16 Million0.17% of portfolio