Live Oak Private Wealth LLC

Q4 2024 13F Holdings

Location
Wilmington, NC
Holdings as of
12/31/2024
Value ($000)
$595,098
Num holdings
184
Date filed
1/28/2025
Form type
13F-HR
Prev filing
10/22/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type