Dougherty Wealth Advisers LLC's ownership history for DSI

Dougherty Wealth Advisers LLC currently holds 256 shares with a market value of $31.0K. It started holding DSI on 2024-09-30. At its peak, it held 401 shares on 2024-09-30. Its highest holding value was $50.5K on 2025-09-30. At its lowest, it held 256 shares on 2026-03-31, with a value of $31.0K on 2026-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has decreased its shares by 145. In the recent year, Dougherty Wealth Advisers LLC has decreased its shares by 145.