Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
DOUGHERTY WEALTH ADVISERS LLC | 04-26-2024 | 03-31-2024 | 111 | 113,014,638 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PACKAGING CORP AMER COM | Stock | 51 | $132,087 | 696 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ABBVIE INC COM | Stock | 52 | $116,908 | 642 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BANK AMERICA CORP COM | Stock | 53 | $115,846 | 3,055 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IDEX CORP COM | Stock | 54 | $115,421 | 473 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |