Livelsberger Financial Advisory Portfolio Holdings
Livelsberger Financial Advisory
- $8.45 Billion
- Q1 2024
Livelsberger Financial Advisory has filed its 13F form on May 21, 2024 for Q1 2024 where it was disclosed a total value porftolio of $8.45 Billion distributed in 15 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Value Municipal Income Trust with a value of $2.09B, Blackrock Municipal Income Trust with a value of $1.9B, Abb Vie Inc. with a value of $655M, Pimco High Income Fund with a value of $620M, and Gorman Rupp CO with a value of $601M.
Examining the 13F form we can see an decrease of $103B in the current position value, from $112B to 8.45B.
Livelsberger Financial Advisory is based out at Ashland, OH
Below you can find more details about Livelsberger Financial Advisory portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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