Live Oak Private Wealth LLC's ownership history for PEP

Live Oak Private Wealth LLC currently holds 7.1K shares with a market value of $1.0M. It started holding PEP on 2024-09-30. At its peak, it held 7.1K shares on 2025-12-31. Its highest holding value was $1.2M on 2024-09-30. At its lowest, it held 6.9K shares on 2024-09-30, with a value of $912.5K on 2025-06-30. In the recent 180 days, Live Oak Private Wealth LLC has increased its shares by 199. In the recent year, Live Oak Private Wealth LLC has increased its shares by 198.