Dougherty Wealth Advisers LLC
Q4 2024 13F Holdings
Location
Wayzata, MN
Holdings as of
12/31/2024
Value ($000)
$129,013
Num holdings
109
Date filed
1/24/2025
Form type
13F-HR
Prev filing
10/30/2024
Next filing
SEC
View on sec.gov
Compare Q4 2024 to
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type