AE Wealth Management LLC
Position in CAPE — DoubleLine Shiller Cape U.S. Equities ETF
CIK 1697723
TOPEKA, KS
All Filings in CAPE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,349 | 689 | Shares | Other | 2026-08-03 | |
| 2025-09-30 | $8,926 | 274 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,684 | 273 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,907 | 326 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,769 | 326 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||