CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CAPE — DoubleLine Shiller Cape U.S. Equities ETF
CIK 819864
KOKOMO, IN
All Filings in CAPE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $476,061 | 15,430 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $502,236 | 15,580 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $529,587 | 16,255 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $469,356 | 14,755 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $37,987 | 1,250 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $37,458 | 1,250 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,795 | 500 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $13,860 | 500 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||