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
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
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