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Live Oak Bancshares shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Live Oak Bancshares held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Live Oak Bancshares by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 35k 41.51
2023-12-31 $1.8M 40k 45.50
2023-09-30 $3.3M 113k 28.95

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Live Oak Bancshares

Vanguard Group
Diamond Hill Capital Management
Barrow, Hanley, Mewhinney & Strauss
Dimensional Fund Advisors
D. E. Shaw & Co
Trust Co of the South
Charles Schwab Investment Management
Vident Advisory
Hotchkis and Wiley Capital Management
Millennium Management
Bank of New York Mellon
Goldman Sachs Group
Norges Bank Investment Management
Motley Fool Wealth Management
Jpmorgan Chase & Co

View all funds holding Live Oak Bancshares