Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 29, 2021

SELL
N/A
-110,824 Closed
0 $0
Q2 2021

Aug 02, 2021

BUY
N/A
56,044 Added 102.31%
110,824 $908,000
Q1 2021

May 11, 2021

BUY
N/A
50,045 Added 1056.92%
54,780 $767,000
Q4 2020

Jan 26, 2021

BUY
N/A
337 Added 7.66%
4,735 $880,000
Q3 2020

Nov 09, 2020

SELL
N/A
-185 Reduced 4.04%
4,398 $658,000
Q2 2020

Aug 03, 2020

SELL
N/A
-51 Reduced 1.1%
4,583 $597,000
Q1 2020

May 11, 2020

BUY
N/A
999 Added 27.48%
4,634 $502,000
Q4 2019

Feb 13, 2020

BUY
N/A
3,635 New
3,635 $441,000
Track This Portfolio

Track Live Oak Private Wealth LLC Portfolio

Follow Live Oak Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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