Navis Wealth Advisors, LLC
Position in CAPE — DoubleLine Shiller Cape U.S. Equities ETF
CIK 1849055
RYE BROOK, NY
All Filings in CAPE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,645 | 8,251 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $254,568 | 8,251 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||