News + Filings Holdings
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Live Oak Private Wealth LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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WELLS FARGO & COMPANY/MN
| WFC | Common | 0 | -205,164 | 0 | -7,669,012,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Sprott Physical Gold Trust
| PHYS | Units | 0 | -80,605 | 0 | -1,246,153,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Ardagh Metal Packaging S.A.
| AMBP | COM | 0 | -232,053 | 0 | -946,776,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 0 | -4,620 | 0 | -638,068,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VGK | Common | 0 | -8,240 | 0 | -502,228,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPROTT PHYSICAL PLATINUM & PALLADIUM TRUST
| SPPP | Units | 0 | -35,000 | 0 | -427,350,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TLT | OPTION | 0 | -3,300 | 0 | -351,021,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Floto Paul Johnstone
| FLOT | ETF | 0 | -4,020 | 0 | -202,568,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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