Live Oak Private Wealth LLC

Q2 2025 13F Holdings

Location
Wilmington, NC
Holdings as of
6/30/2025
Value ($000)
$670,437
Num holdings
191
Date filed
8/4/2025
Form type
13F-HR
Prev filing
4/22/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type