Dougherty Wealth Advisers LLC Ishares Core S&P U.S. Value Et Transaction History
Dougherty Wealth Advisers LLC
- $125 Million
- Q3 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 370 shares of IUSV stock, worth $34,776. This represents 0.03% of its overall portfolio holdings.
Number of Shares
370
Previous 441
16.1%
Holding current value
$34,776
Previous $38,000
7.89%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
728Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.16 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.25 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$812 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$462 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$405 Million7.92% of portfolio