Live Oak Private Wealth LLC New Holdings in Q3 2024

Live Oak Private Wealth LLC

  • $593 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SLB
Schlumberger Limited

Energy
166K
New
$39.57 - $49.67 $6.59M - $8.27M
166K $6.98M
ES
Eversource Energy

Utilities
9.15K
New
$56.52 - $68.38 $517K - $626K
9.15K $622K
FCNCA
First Citizens Bancshares Inc

Financial Services
168
New
$1685.92 - $2128.51 $283K - $358K
168 $308K
CARR
Carrier Global Corp

Industrials
2.83K
New
$61.9 - $80.88 $175K - $229K
2.83K $227K
PAYX
Paychex Inc

Industrials
1.57K
New
$116.17 - $135.19 $182K - $212K
1.57K $210K
ZTS
Zoetis Inc.

Healthcare
1.08K
New
$172.58 - $196.48 $186K - $212K
1.08K $210K
AXP
American Express CO

Financial Services
773
New
$225.92 - $271.17 $175K - $210K
773 $209K
ETN
Eaton Corp PLC

Industrials
616
New
$272.52 - $333.02 $168K - $205K
616 $204K
Labcorp Holdings Inc
1K
New
N/A
1K $0
Ferguson Enterprises Inc
16.8K
New
N/A
16.8K $0
Activity Summary
Buys All Purchases 69 New Holdings 10 Increased Positions 59 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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