Live Oak Private Wealth LLC

Q3 2021 13F Holdings

Location
Wilmington, NC
Holdings as of
9/30/2021
Value
$493M
Value excl. options
$490M
Num holdings
173
Date filed
10/29/2021
Form type
13F-HR
Prev filing
8/2/2021
Next filing
2/7/2022
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type