Dougherty Wealth Advisers LLC's ownership history for IWS

Dougherty Wealth Advisers LLC currently holds 683 shares with a market value of $99.5K. It started holding IWS on 2024-09-30. At its peak, it held 5.4K shares on 2025-03-31. Its highest holding value was $682.0K on 2025-03-31. At its lowest, it held 683 shares on 2026-03-31, with a value of $99.5K on 2026-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has decreased its shares by 264. In the recent year, Dougherty Wealth Advisers LLC has decreased its shares by 4.7K.