Legacy Wealth Managment, LLC/ID
Position in CAPE — DoubleLine Shiller Cape U.S. Equities ETF
CIK 2045082
BOISE, ID
All Filings in CAPE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,192 | 3,215 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $103,638 | 3,215 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $103,897 | 3,189 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $101,092 | 3,178 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $129,795 | 4,271 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||