Live Oak Private Wealth LLC SCHWAB CHARLES FAMILY FD Transaction History

Live Oak Private Wealth LLC

  • $593 Million
  • Q3 2024
Number of Shares
373,241
Previous 351,641 6.14%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
N/A
21,600 Added 6.14%
373,241 $0
Q2 2024

Jul 17, 2024
BUY
N/A
351,641 New
351,641 $0
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