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 $27,435. This represents 0.02% of its overall portfolio holdings.
Number of Shares
140
Previous 105
33.33%
Holding current value
$27,435
Previous $19,000
42.11%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding CRBN
# of Institutions
123Shares Held
2.49MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.27MShares$248 Million0.6% of portfolio
-
Morgan Stanley New York, NY206KShares$40.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC123KShares$24.2 Million0.0% of portfolio
-
Investure, LLC Charlottesville, VA101KShares$19.7 Million2.25% of portfolio
-
Aspiriant, LLC99.8KShares$19.6 Million0.75% of portfolio