Clear Point Advisors Inc. CAPE Holdings History
Clear Point Advisors Inc.'s DoubleLine Shiller CAPE U.S. Equities ETF Holding Summary
As of 2025-06-30, Clear Point Advisors Inc. held 171,108.00 shares of DoubleLine Shiller CAPE U.S. Equities ETF(CAPE), totaling $5.44 Mil. This investment constitutes 4.59% of their stock portfolio, and Clear Point Advisors Inc. now holds 1.75% of the outstanding DoubleLine Shiller CAPE U.S. Equities ETF(CAPE) stock.
The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 1 purchases of CAPE, at an average price of $24.71, for a total of 271,665.00 shares. In addition, there have been 5 sales at an average price of $28.93 for 100,557.00 shares. Based on historical transaction data and CAPE's current price of $31.67, Clear Point Advisors Inc.'s estimated gain on his CAPE holdings is $1.61 Mil, reflecting a 24.05% gain to date.
Clear Point Advisors Inc. CAPE ($31.67) Holding Chart
Clear Point Advisors Inc. CAPE ($31.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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