BARCLAYS BANK PLC's ticker is CAPE and the CUSIP is 06742A669.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $160,403,000 | -2.1% | 8,770 | 0.0% | 0.06% | +1.7% |
Q2 2022 | $163,823,000 | -16.2% | 8,770 | 0.0% | 0.06% | -1.7% |
Q1 2022 | $195,483,000 | -2.1% | 8,770 | 0.0% | 0.06% | +1.7% |
Q4 2021 | $199,605,000 | +8.0% | 8,770 | 0.0% | 0.06% | +9.4% |
Q3 2021 | $184,783,000 | – | 8,770 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WADDELL & ASSOCIATES, LLC | 2,522,841 | $53,156,000 | 9.05% |
Bridge Advisory, LLC | 240,029 | $5,057,000 | 2.49% |
Accel Wealth Management | 159,840 | $3,368,000 | 2.18% |
Santori & Peters, Inc. | 153,742 | $3,239,000 | 1.84% |
Heritage Trust Co | 595,784 | $12,553,000 | 1.77% |
Future Financial Wealth Managment LLC | 67,628 | $1,417,000 | 1.46% |
Transform Wealth, LLC | 242,407 | $5,108,000 | 0.59% |
Argent Trust Co | 225,910 | $4,760,000 | 0.31% |
TMD Wealth Management, LLC | 27,342 | $576,000 | 0.24% |
Armor Investment Advisors, LLC | 15,560 | $328,000 | 0.21% |