Live Oak Private Wealth LLC

Q4 2023 13F Holdings

Location
Wilmington, NC
Holdings as of
12/31/2023
Value ($000)
$532,103
Num holdings
169
Date filed
1/29/2024
Form type
13F-HR
Prev filing
10/23/2023
Next filing
4/23/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type