Dougherty Wealth Advisers LLC Ishares S&P 100 ETF Transaction History

Dougherty Wealth Advisers LLC

  • $154 Million
  • Q3 2025

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 1.33% of its overall portfolio holdings.

Number of Shares
7,722
Previous 7,722 -0.0%
Holding current value
$2.05 Million
Previous $2.05 Million -0.0%
% of portfolio
1.33%
Previous 1.37%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
N/A
7,722 New
7,722 $2.05 Million

Others Institutions Holding OEF

# of Institutions
1,100
Shares Held
73.4M
Call Options Held
32.4K
Put Options Held
26.7K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
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