Live Oak Private Wealth LLC

Q4 2021 13F Holdings

Location
Wilmington, NC
Holdings as of
12/31/2021
Value
$535M
Value excl. options
$533M
Num holdings
175
Date filed
2/7/2022
Form type
13F-HR
Prev filing
10/29/2021
Next filing
4/21/2022
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type