TRANSCEND CAPITAL ADVISORS, LLC
Position in CAPE — DoubleLine Shiller Cape U.S. Equities ETF
CIK 1776082
MADISON, NJ
All Filings in CAPE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,189 | 7,867 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $242,381 | 7,856 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $253,246 | 7,856 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $256,600 | 7,876 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $243,696 | 7,661 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $232,453 | 7,649 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $245,909 | 8,206 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $397,837 | 13,445 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $378,474 | 13,653 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $349,972 | 12,499 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $289,628 | 10,917 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $202,331 | 8,548 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||