Dougherty Wealth Advisers LLC's ownership history for CRBN

Dougherty Wealth Advisers LLC currently holds 1.5K shares with a market value of $341.6K. It started holding CRBN on 2024-09-30. At its peak, it held 1.5K shares on 2026-03-31. Its highest holding value was $341.6K on 2026-03-31. At its lowest, it held 140 shares on 2024-09-30, with a value of $27.1K on 2024-12-31. In the recent 180 days, Dougherty Wealth Advisers LLC has increased its shares by 837. In the recent year, Dougherty Wealth Advisers LLC has increased its shares by 1.2K.