Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Live Oak Private Wealth LLC
  City: WILMINGTON
  State: NC
  Zip: 28403
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $577,653,000
  Total Value Change : $45,550,000
  Securities Held Change : -1
   
All Securities Held : 168
  New Positions : 5
  Closed Positions : 6
  Increased Positions : 55
  Unchanged Positions : 53
  Decreased Positions : 55

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (NEM)1 Year Chart         NEM Newmont Mining Corp 45 New $42.46 $4,905,000 136,865 0.85% 4,905,000 136,865 0.017    Gold
   (MOS)1 Year Chart         MOS Mosaic Co 50 New $29.46 $4,350,000 134,006 0.75% 4,350,000 134,006 0.035    Agricultural & Fertil...
   (FND)1 Year Chart         FND Floor & Decor Holdings, Inc. 52 New $122.57 $3,885,000 29,972 0.67% 3,885,000 29,972 0.022    N/A
   (CEG)1 Year Chart         CEG Constellation Energy Corp 158 New $213.59 $216,000 1,166 0.04% 216,000 1,166 0    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 159 New $180.96 $204,000 1,115 0.04% 204,000 1,115 0    Closed - End Fund - Debt
      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us