Socha Financial Group, LLC CAPE Holdings History
Socha Financial Group, LLC's DoubleLine Shiller CAPE U.S. Equities ETF Holding Summary
As of 2025-03-31, Socha Financial Group, LLC held 113,347.00 shares of DoubleLine Shiller CAPE U.S. Equities ETF(CAPE), totaling $3.44 Mil. This investment constitutes 1.68% of their stock portfolio, and Socha Financial Group, LLC now holds -% of the outstanding DoubleLine Shiller CAPE U.S. Equities ETF(CAPE) stock.
The initial trade took place in 2022Q2. And since then Socha Financial Group, LLC has made 6 purchases of CAPE, at an average price of $21.66, for a total of 1.94 Mil shares. In addition, there have been 6 sales at an average price of $30.35 for 1.83 Mil shares. Based on historical transaction data and CAPE's current price of $31.70, Socha Financial Group, LLC's estimated gain on his CAPE holdings is $17.03 Mil, reflecting a 40.49% gain to date.
Socha Financial Group, LLC CAPE ($31.70) Holding Chart
Socha Financial Group, LLC CAPE ($31.70) 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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