Dougherty Wealth Advisers LLC's ownership history for CRBN

Dougherty Wealth Advisers LLC currently holds 682 shares with a market value of $157.2K. It started holding CRBN on 2024-09-30. At its peak, it held 696 shares on 2025-06-30. Its highest holding value was $157.9K on 2025-09-30. 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 decreased its shares by 14. In the recent year, Dougherty Wealth Advisers LLC has increased its shares by 542.