Dougherty Wealth Advisers LLC
Position in YMAX — Yieldmax Universe Fund Of Option Income Etfs
CIK 1755933
WAYZATA, MN
All Filings in YMAX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 YMAX | $2,873 | 367 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 YMAX | $3,662 | 367 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 YMAX | $4,701 | 367 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 YMAX | $5,049 | 367 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 YMAX | $4,903 | 367 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||