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Live Oak Private Wealth LLC
Portfolio value
Live Oak Private Wealth LLC portfolio value
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$469,770,805
is the total value of the holdings Live Oak Private Wealth LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$469,770,805
Q3 2023
$502,408,370
Q2 2023
$483,706,200
Q1 2023
$483,427,816
Q4 2022
$445,633,000
Q3 2022
$475,065,000
Q2 2022
$516,765,000
Q1 2022
$534,515,000
Q4 2021
$492,540,000
Q3 2021
$453,016,000
Q2 2021
$407,464,000
Q1 2021
$356,754,000
Q4 2020
$290,945,000
Q3 2020
$275,482,000
Q2 2020
$97,511,000
Q1 2020
$102,837,000
Q4 2019