WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CAPE Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's DoubleLine Shiller CAPE U.S. Equities ETF Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 867,953.00 shares of DoubleLine Shiller CAPE U.S. Equities ETF(CAPE), totaling $26.38 Mil. This investment constitutes 9.37% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds -% of the outstanding DoubleLine Shiller CAPE U.S. Equities ETF(CAPE) stock.
The initial trade took place in 2023Q1. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 9 purchases of CAPE, at an average price of $22.62, for a total of 867,953.00 shares. Based on historical transaction data and CAPE's current price of $31.73, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his CAPE holdings is $7.91 Mil, reflecting a 40.30% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CAPE ($31.73) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 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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