Dougherty Wealth Advisers LLC Ishares Tr Msci Acwi Low Carbo Transaction History
Dougherty Wealth Advisers LLC
- $128 Million
- Q4 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 140 shares of CRBN stock, worth $27,935. This represents 0.02% of its overall portfolio holdings.
Number of Shares
140
Previous 140
-0.0%
Holding current value
$27,935
Previous $27,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding CRBN
# of Institutions
130Shares Held
2.59MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.29MShares$257 Million0.61% of portfolio
-
Morgan Stanley New York, NY196KShares$39.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC129KShares$25.8 Million0.0% of portfolio
-
Aspiriant, LLC106KShares$21.1 Million0.74% of portfolio
-
Investure, LLC Charlottesville, VA101KShares$20.1 Million1.37% of portfolio