Dougherty Wealth Advisers LLC Ishares S&P 100 ETF Transaction History
Dougherty Wealth Advisers LLC
- $128 Million
- Q4 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 7,722 shares of OEF stock, worth $2.05 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
7,722Holding current value
$2.05 Million% of portfolio
1.6%Shares
1 transactions
Others Institutions Holding OEF
# of Institutions
868Shares Held
36.4MCall Options Held
9.9KPut Options Held
26.4K-
Bank Of America Corp Charlotte, NC5.87MShares$1.56 Billion0.13% of portfolio
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Fifth Third Bancorp2.36MShares$629 Million2.32% of portfolio
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Cresset Asset Management, LLC Chicago, IL2.21MShares$588 Million2.29% of portfolio
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Jones Financial Companies Lllp1.88MShares$501 Million0.51% of portfolio
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Jpmorgan Chase & CO New York, NY1.49MShares$398 Million0.03% of portfolio