Dougherty Wealth Advisers LLC's ownership history for DSI


Dougherty Wealth Advisers LLC currently holds 381 shares with a market value of $49.1K. 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 381 shares on 2025-12-31, with a value of $41.1K on 2025-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has decreased its shares by 20. In the recent year, Dougherty Wealth Advisers LLC has decreased its shares by 20.


Dougherty Wealth Advisers LLC's ownership history for DSI