Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIVE OAK INVESTMENT PARTNERS | 10-31-2023 | 09-30-2023 | 12751 | 116,070,551 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SDY | COM | 151 | $31,628 | 275 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| RMD | COM | 152 | $31,348 | 212 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| IBM | COM | 153 | $31,194 | 222 | 0.00 | 0.00 | 3 | 1.37 | 09-30-2023 |
| ECL | COM | 154 | $30,492 | 180 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
