Dougherty Wealth Advisers LLC Ishares Tr Msci Acwi Low Carbo Transaction History
Dougherty Wealth Advisers LLC
- $114 Million
- Q2 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 105 shares of CRBN stock, worth $20,422. This represents 0.02% of its overall portfolio holdings.
Number of Shares
105
Previous 106
0.94%
Holding current value
$20,422
Previous $19,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding CRBN
# of Institutions
121Shares Held
2.51MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.27MShares$246 Million0.6% of portfolio
-
Morgan Stanley New York, NY206KShares$40.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC123KShares$24 Million0.0% of portfolio
-
Aspiriant, LLC107KShares$20.8 Million0.8% of portfolio
-
Investure, LLC Charlottesville, VA101KShares$19.6 Million2.25% of portfolio