Dougherty Wealth Advisers LLC's ownership history for IWP

Dougherty Wealth Advisers LLC currently holds 4.4K shares with a market value of $560.5K. It started holding IWP on 2024-09-30. At its peak, it held 29.2K shares on 2024-09-30. Its highest holding value was $3.9M on 2025-06-30. At its lowest, it held 4.4K shares on 2026-03-31, with a value of $560.5K on 2026-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has decreased its shares by 1.8K. In the recent year, Dougherty Wealth Advisers LLC has decreased its shares by 24.1K.