Dougherty Wealth Advisers LLC Bridgewater Bancshares Inc Transaction History
Dougherty Wealth Advisers LLC
- $125 Million
- Q3 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Bridgewater Bancshares Inc stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 25,000 shares of BWB stock, worth $343,250. This represents 0.28% of its overall portfolio holdings.
Number of Shares
25,000
Previous 25,000
-0.0%
Holding current value
$343,250
Previous $290,000
22.07%
% of portfolio
0.28%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding BWB
# of Institutions
106Shares Held
13.5MCall Options Held
300Put Options Held
13.5K-
Thrivent Financial For Lutherans Minneapolis, MN2.73MShares$37.5 Million0.07% of portfolio
-
Black Rock Inc. New York, NY1.62MShares$22.2 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.09MShares$15 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX837KShares$11.5 Million0.0% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN611KShares$8.39 Million0.52% of portfolio
About Bridgewater Bancshares Inc
- Ticker BWB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 27,580,000
- Market Cap $379M
- Description
- Bridgewater Bancshares, Inc. operates as the bank holding company for Bridgewater Bank that provides banking products and services to commercial real estate investors, small business entrepreneurs, and high net worth individuals in the United States. The company offers savings and money market accounts, demand deposits, time and brokered deposit...