Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIVE OAK PRIVATE WEALTH LLC | 04-23-2024 | 03-31-2024 | 168 | 577,652,586 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $31,012,509 | 73,748 | 0.01 | 0.01 | -1,411 | -1.88 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $19,294,046 | 45,860 | 0.00 | 0.00 | -940 | -2.01 | 03-31-2024 |
| SCHWAB CHARLES CORP | COM | 3 | $15,677,162 | 216,715 | 0.00 | 0.00 | 19,050 | 9.64 | 03-31-2024 |
| DOLLAR TREE INC | COM | 4 | $15,353,260 | 115,308 | 0.00 | 0.00 | 20,234 | 21.28 | 03-31-2024 |
