Live Oak Private Wealth LLC's ownership history for UTF

Live Oak Private Wealth LLC currently holds 12.1K shares with a market value of $299.5K. It started holding UTF on 2024-09-30. At its peak, it held 12.1K shares on 2024-09-30. Its highest holding value was $325.4K on 2025-06-30. At its lowest, it held 12.1K shares on 2024-09-30, with a value of $290.3K on 2024-12-31. In the recent 180 days, Live Oak Private Wealth LLC has increased its shares by 0. In the recent year, Live Oak Private Wealth LLC has increased its shares by 0.