Live Oak Private Wealth LLC
Q3 2023 13F Holdings
Location
Wilmington, NC
Holdings as of
9/30/2023
Value ($000)
$469,771
Num holdings
160
Date filed
10/23/2023
Form type
13F-HR
Prev filing
8/7/2023
Next filing
1/29/2024
SEC
View on sec.gov
Compare Q3 2023 to
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type