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Doubleline shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Doubleline

Tip: Access up to 7 years of quarterly data

All positions including Doubleline held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 140k 29.59
2024-06-30 $1.4M 52k 27.72

More positions owned by Foundations Investment Advisors

Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Two Rds Shared Tr Anfield Us Equ (AESR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Foundations Investment Advisors

Top funds holding Doubleline

International Assets Investment Management
Waddell & Associates
Socha Financial Group
Walled Lake Planning & Wealth Management
Evensky & Katz
Santori & Peters
Clear Point Advisors
Csenge Advisory Group
Foundations Investment Advisors
Cambridge Investment Research Advisors
HF Advisory Group
Main Street Financial Solutions
Susquehanna International
Capital Investment Advisors
Southeast Asset Advisors

View all funds holding Doubleline