Live Oak Private Wealth LLC

Q1 2021 13F Holdings

Location
Wilmington, NC
Holdings as of
3/31/2021
Value
$407M
Value excl. options
$407M
Num holdings
155
Date filed
5/11/2021
Form type
13F-HR
Prev filing
1/26/2021
Next filing
8/2/2021
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type