Live Oak Private Wealth LLC

Q2 2023 13F Holdings

Location
Wilmington, NC
Holdings as of
6/30/2023
Value ($000)
$502,408
Num holdings
166
Date filed
8/7/2023
Form type
13F-HR
Prev filing
5/8/2023
Next filing
10/23/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type