Avaii Wealth Management »

Doubleline shares owned by Avaii Wealth Management

Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Avaii Wealth Management from 13F filings

Historical chart of Avaii Wealth Management investment in Doubleline

Tip: Access up to 7 years of quarterly data

All positions including Doubleline held by Avaii Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Doubleline by Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $612k 22k 28.00
2023-12-31 $543k 21k 26.53
2023-09-30 $332k 14k 23.67
2023-06-30 $256k 11k 24.49
2023-03-31 $232k 10k 22.67

More positions owned by Avaii Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Equal Weite (EUSA)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Blackrock Ultra (ICSH)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Micro Devices (AMD)
Ishares Tr Latn Amer 40 Etf (ILF)

View all positions for Avaii Wealth Management

Top funds holding Doubleline

UBS Group
Socha Financial Group
Evensky & Katz
Santori & Peters
Cambridge Investment Research Advisors
HF Advisory Group
Capital Investment Advisors
Carnick & Kubik
International Assets Investment Management
Bank Of Montreal
Intl Fcstone
Arete Wealth Advisors
Avaii Wealth Management
Dana Investment Advisors
Golden State Equity Partners

View all funds holding Doubleline