Corient Private Wealth LLC
Position in CAPE — DoubleLine Shiller Cape U.S. Equities ETF
CIK 1948780
MIAMI, FL
All Filings in CAPE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,763 | 8,902 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $274,653 | 8,902 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $286,964 | 8,902 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $290,027 | 8,902 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||