Live Oak Private Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History

Live Oak Private Wealth LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 27, 2022	SELL	N/A	-40,106 Closed	0 $0
Q1 2022 Apr 21, 2022	SELL	N/A	-15 Reduced 0.04%	40,106 $4.3 Million
Q4 2021 Feb 08, 2022	SELL	N/A	-995 Reduced 2.42%	40,121 $4.58 Million
Q3 2021 Oct 29, 2021	SELL	N/A	-336 Reduced 0.81%	41,116 $4.72 Million
Q2 2021 Aug 02, 2021	SELL	N/A	-518 Reduced 1.23%	41,452 $4.78 Million

Q1 2021 May 11, 2021	SELL	N/A	-5,523 Reduced 11.63%	41,970 $4.78 Million
Q4 2020 Jan 26, 2021	BUY	N/A	5,780 Added 13.86%	47,493 $5.61 Million
Q3 2020 Nov 09, 2020	BUY	N/A	16,764 Added 67.19%	41,713 $4.93 Million
Q2 2020 Aug 03, 2020	BUY	N/A	24,949 New	24,949 $2.95 Million

1,870

952M

269K

32.9K

Get notified when there are updates to the investment portfolio of Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

Stay updated on Live Oak Private Wealth LLC with notifications on news.