Dougherty Wealth Advisers LLC Ishares Tr Msci Acwi Low Carbo Transaction History

Dougherty Wealth Advisers LLC

  • $125 Million
  • Q3 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 $27,676. This represents 0.02% of its overall portfolio holdings.

Number of Shares
140
Previous 105 33.33%
Holding current value
$27,676
Previous $19,000 42.11%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$175.05 - $196.39 $6,126 - $6,873
35 Added 33.33%
140 $27,000
Q2 2024

Jul 11, 2024
SELL
$169.52 - $183.86 $169 - $183
-1 Reduced 0.94%
105 $19,000
Q1 2024

Apr 26, 2024
SELL
$162.6 - $179.62 $162 - $179
-1 Reduced 0.93%
106 $19,000
Q1 2023

Apr 14, 2023
BUY
$138.3 - $151.49 $276 - $302
2 Added 1.9%
107 $15,000
Q2 2021

Aug 05, 2021
SELL
$157.95 - $166.85 $473 - $500
-3 Reduced 2.78%
105 $17,000
Q2 2019

Aug 07, 2019
BUY
$113.62 - $120.95 $12,270 - $13,062
108 New
108 $13,000

Others Institutions Holding CRBN

# of Institutions
126
Shares Held
2.57M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI ACWI LOW CARBO

CRBN Quotes by TradingView
  • Ticker CRBN
  • Sector ETFs
  • Industry ETFs
More about CRBN
Track This Portfolio

Track Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email