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Legacy Wealth Management (Idaho)’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio CAPE Stock Details CAPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$101K Sell
3,178
-1,093
-26% -$34.8K 0.05% 108
2025
Q1 		$130K Buy
+4,271
New +$130K 0.09% 85