Dougherty Wealth Advisers LLC Options Holdings

Dougherty Wealth Advisers LLC

  • $114 Million
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $114 Million
  • Prior Value $113 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 11, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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