Dougherty Wealth Advisers LLC's ownership history for SPY

Dougherty Wealth Advisers LLC currently holds 1.2K shares with a market value of $786.9K. It started holding SPY on 2024-09-30. At its peak, it held 1.2K shares on 2025-12-31. Its highest holding value was $786.9K on 2025-12-31. At its lowest, it held 166 shares on 2024-12-31, with a value of $92.9K on 2025-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has increased its shares by 988. In the recent year, Dougherty Wealth Advisers LLC has increased its shares by 988.