Dougherty Wealth Advisers LLC's ownership history for IWP

Dougherty Wealth Advisers LLC currently holds 7.0K shares with a market value of $962.7K. 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 6.2K shares on 2025-09-30, with a value of $878.4K on 2025-09-30. In the recent 180 days, Dougherty Wealth Advisers LLC has decreased its shares by 21.3K. In the recent year, Dougherty Wealth Advisers LLC has decreased its shares by 21.7K.