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Doubleline shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective investment in Doubleline

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Doubleline by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2023-12-31 $290k 11k 26.53
2023-09-30 $202k 8.5k 23.67

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View all positions for Transcend Wealth Collective

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
Arete Wealth Advisors
Avaii Wealth Management
Dana Investment Advisors
Intl Fcstone
Golden State Equity Partners

View all funds holding Doubleline