Dougherty Wealth Advisers LLC Ishares Tr Transaction History
Dougherty Wealth Advisers LLC
- $125 Million
- Q3 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Tr stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 45,581 shares of IXUS stock, worth $3.02 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
45,581
Previous 42,660
6.85%
Holding current value
$3.02 Million
Previous $2.88 Million
14.85%
% of portfolio
2.64%
Previous 2.52%
Shares
24 transactions
Others Institutions Holding IXUS
# of Institutions
809Shares Held
479MCall Options Held
12KPut Options Held
6.7K-
Black Rock Inc. New York, NY265MShares$17.6 Billion0.41% of portfolio
-
Acorns Advisers, LLC Irvine, CA31MShares$2.06 Billion22.28% of portfolio
-
Alliancebernstein L.P. New York, NY23.1MShares$1.53 Billion0.58% of portfolio
-
Envestnet Asset Management Inc11.4MShares$754 Million0.27% of portfolio
-
Factory Mutual Insurance CO Waltham, MA8MShares$530 Million6.12% of portfolio