Santori & Peters, Inc. CAPE Holdings History
Santori & Peters, Inc.'s DoubleLine Shiller CAPE U.S. Equities ETF Holding Summary
As of 2025-06-30, Santori & Peters, Inc. held 255,800.00 shares of DoubleLine Shiller CAPE U.S. Equities ETF(CAPE), totaling $8.14 Mil. This investment constitutes 2.94% of their stock portfolio, and Santori & Peters, Inc. now holds 2.61% of the outstanding DoubleLine Shiller CAPE U.S. Equities ETF(CAPE) stock.
The initial trade took place in 2018Q2. And since then Santori & Peters, Inc. has made 13 purchases of CAPE, at an average price of $26.53, for a total of 328,585.00 shares. In addition, there have been 16 sales at an average price of $27.19 for 72,785.00 shares. Based on historical transaction data and CAPE's current price of $31.73, Santori & Peters, Inc.'s estimated gain on his CAPE holdings is $1.38 Mil, reflecting a 15.80% gain to date.
Santori & Peters, Inc. CAPE ($31.73) Holding Chart
Santori & Peters, Inc. CAPE ($31.73) 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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