Dougherty Wealth Advisers LLC Ishares S&P Smallcap 600 Value Transaction History
Dougherty Wealth Advisers LLC
- $114 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding IJS
# of Institutions
803Shares Held
39.4MCall Options Held
15.5KPut Options Held
5.6K-
Morgan Stanley New York, NY3.47MShares$362 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC3.45MShares$360 Million0.03% of portfolio
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M&T Bank Corp1.52MShares$159 Million0.51% of portfolio
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Regions Financial Corp1.46MShares$152 Million1.08% of portfolio
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Wells Fargo & Company San Francisco, CA1.33MShares$139 Million0.03% of portfolio