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Doubleline shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Doubleline

Tip: Access up to 7 years of quarterly data

All positions including Doubleline held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $24M 851k 28.00
2023-09-30 $20M 832k 23.67
2023-06-30 $20M 827k 24.49
2023-03-31 $19M 827k 22.67

More positions owned by Walled Lake Planning & Wealth Management

Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
iShares MSCI USA Equal Weight Msci Equal Weite (EUSA)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Apple (AAPL)
iShares Russell 1000 Growth Rus 1000 Grw Etf (IWF)
Merck & Co (MRK)
Huntington Ingalls Inds (HII)
Ross Stores (ROST)
Lockheed Martin Corporation (LMT)
Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
Vanguard High Dividend ETF High Div Yld (VYM)
Juniper Networks (JNPR)
Gilead Sciences (GILD)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding Doubleline

UBS Group
Waddell & Associates
Socha Financial Group
Walled Lake Planning & Wealth Management
Evensky & Katz
Santori & Peters
Clear Point Advisors
Csenge Advisory Group
Cambridge Investment Research Advisors
HF Advisory Group
Capital Investment Advisors
Bank Of Montreal
Carnick & Kubik
International Assets Investment Management
Citadel Advisors

View all funds holding Doubleline