Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DOUGHERTY WEALTH ADVISERS LLC | 04-26-2024 | 03-31-2024 | 111 | 113,014,638 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKBAUD INC COM | Stock | 101 | $43,891 | 592 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LIBERTY MEDIA CORP DEL COM LBTY SRM S A | Stock | 102 | $43,689 | 1,471 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MEDTRONIC PLC SHS | Stock | 103 | $43,575 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COLUMBIA SPORTSWEAR CO COM | Stock | 104 | $42,051 | 518 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
