Live Oak Private Wealth LLC's ownership history for IQDF

Live Oak Private Wealth LLC currently holds 8.9K shares with a market value of $280.5K. It started holding IQDF on 2025-09-30. At its peak, it held 8.9K shares on 2025-09-30. Its highest holding value was $280.5K on 2026-03-31. At its lowest, it held 8.9K shares on 2025-09-30, with a value of $252.7K on 2025-09-30. In the recent 180 days, Live Oak Private Wealth LLC has increased its shares by 0.