Live Oak Private Wealth LLC Asset Management

Live Oak Private Wealth LLC

  • $593 Million
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.88B
$5.7 Million 0.96% of portfolio
324,484
Q3 2024 Added 1.95%
$0
$2.82 Million 0.48% of portfolio
514,176
Q3 2021 Added 24.71%
$0
$2.38 Million 0.4% of portfolio
102,602
Q2 2020 New
$0
$2.23 Million 0.38% of portfolio
91,222
Q2 2020 New
$0
$1.8 Million 0.3% of portfolio
92,351
Q1 2022 Reduced 1.0%
$0
$1.13 Million 0.19% of portfolio
158,585
Q1 2021 Reduced 0.27%
$155B
$1.09 Million 0.18% of portfolio
1,145
Q3 2024 Reduced 2.55%
$0
$939,000 0.16% of portfolio
103,295
Q2 2020 New
$0
$842,000 0.14% of portfolio
74,169
Q4 2022 Added 12.52%
$0
$665,000 0.11% of portfolio
38,630
Q2 2020 New
$0
$665,000 0.11% of portfolio
134,937
Q4 2020 Added 5.06%
$0
$606,000 0.1% of portfolio
24,589
Q2 2020 New
$0
$414,000 0.07% of portfolio
51,460
Q2 2023 Added 19.3%
$21.4B
$383,000 0.06% of portfolio
4,256
Q2 2024 Added 1.21%
$0
$360,000 0.06% of portfolio
54,884
Q2 2020 New
$0
$318,000 0.05% of portfolio
19,318
Q1 2024 Added 92.7%
$0
$280,000 0.05% of portfolio
16,179
Q2 2020 New
$0
$270,000 0.05% of portfolio
63,152
Q3 2022 Added 8.6%
$0
$261,000 0.04% of portfolio
56,692
Q2 2020 New
$0
$206,000 0.03% of portfolio
14,853
Q1 2023 New
$0
$203,000 0.03% of portfolio
10,891
Q2 2020 New
$0
$199,000 0.03% of portfolio
13,223
Q3 2024 Reduced 8.29%
$0
$179,000 0.03% of portfolio
13,540
Q2 2021 New
$0
$126,000 0.02% of portfolio
13,200
Q2 2020 New
$0
$111,000 0.02% of portfolio
27,105
Q1 2021 New
$0
$109,000 0.02% of portfolio
10,480
Q2 2020 New
$0
$91,000 0.02% of portfolio
10,525
Q2 2020 New
$0
$66,000 0.01% of portfolio
10,000
Q2 2024 New
$0
$56,000 0.01% of portfolio
10,000
Q2 2024 New
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