Live Oak Private Wealth LLC's ownership history for SPE

Live Oak Private Wealth LLC currently holds 15.3K shares with a market value of $211.0K. It started holding SPE on 2024-09-30. At its peak, it held 15.3K shares on 2026-03-31. Its highest holding value was $230.2K on 2025-09-30. At its lowest, it held 14.9K shares on 2024-09-30, with a value of $206.6K on 2024-09-30. In the recent 180 days, Live Oak Private Wealth LLC has increased its shares by 480. In the recent year, Live Oak Private Wealth LLC has increased its shares by 480.