AVAII WEALTH MANAGEMENT, LLC
Position in CAPE — DoubleLine Shiller Cape U.S. Equities ETF
CIK 1904431
APPLETON, WI
All Filings in CAPE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,246 | 22,882 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $720,633 | 23,357 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $758,287 | 23,523 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $785,797 | 24,119 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $797,731 | 25,078 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $734,252 | 24,161 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $725,141 | 24,198 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $711,817 | 24,056 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $647,922 | 23,373 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $611,800 | 21,850 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $543,069 | 20,470 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $331,616 | 14,010 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $255,920 | 10,450 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $232,390 | 10,251 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||