BARCLAYS BANK PLC's ticker is CAPE and the CUSIP is 06742A669.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $73,000 | -2.7% | 4,000 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $75,000 | +158.6% | 4,000 | +900.0% | 0.01% | +20.0% |
Q3 2014 | $29,000 | 0.0% | 400 | 0.0% | 0.01% | +11.1% |
Q2 2014 | $29,000 | +7.4% | 400 | 0.0% | 0.01% | -10.0% |
Q1 2014 | $27,000 | 0.0% | 400 | 0.0% | 0.01% | -9.1% |
Q4 2013 | $27,000 | +8.0% | 400 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $25,000 | – | 400 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Socha Financial Group, LLC | 2,002,382 | $45,574,214 | 34.60% |
WADDELL & ASSOCIATES, LLC | 2,438,621 | $55,503,000 | 8.80% |
TMD Wealth Management, LLC | 604,293 | $13,754,000 | 5.12% |
Bridgewater Advisors Inc. | 506,568 | $11,529,000 | 2.54% |
Bridge Advisory, LLC | 238,185 | $5,421,000 | 2.45% |
Santori & Peters, Inc. | 155,350 | $3,535,000 | 1.86% |
Accel Wealth Management | 162,610 | $3,701,000 | 1.82% |
Heritage Trust Co | 603,030 | $13,725,000 | 1.76% |
Future Financial Wealth Managment LLC | 70,684 | $1,602,000 | 1.28% |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 135,556 | $2,990,000 | 0.52% |