49 Wealth Management »

Live Oak Bancshares shares owned by 49 Wealth Management

Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Live Oak Bancshares held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Live Oak Bancshares by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $406k 10k 40.56
2023-12-31 $455k 10k 45.50

More positions owned by 49 Wealth Management

Ishs Msci Intl Quality Fact Etf Msci Intl Qualty (IQLT)
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo (BIL)
Vanguard Value Etf Value Etf (VTV)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Jpmorgan Municipal Etf Municipal Etf (JMUB)
Jpmrg Dvsfd Retn Emrg Mrks Eqy Etf Div Rtn Em Eqt (JPEM)
Ishares Short Treasury Bond Etf Short Treas Bd (SHV)
Invesco S And P 500 Garp Etf S&p 500 Garp Etf (SPGP)
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)
American Century Us Qlt Grwt Etf Stoxx Us Qlty (QGRO)
Blackrock Ultra Short Term Bond Etf Blackrock Ultra (ICSH)
Pimco Enhncd Lw Drtn Actv Etf Enhncd Lw Dur Ac (LDUR)
Invesco S & P Smallcap Value With Momentum Etf S&p Smcp Vlu Mnt (XSVM)
Ishares 7-10 Year Trsury Bond Etf Barclays 7 10 Yr (IEF)
Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP)

View all positions for 49 Wealth Management

Top funds holding Live Oak Bancshares

T. Rowe Price Investment Management
BlackRock
Vanguard Group
Diamond Hill Capital Management
Barrow, Hanley, Mewhinney & Strauss
Dimensional Fund Advisors
Ameriprise Financial
Southernsun Asset Management
Geode Capital Management
Millennium Management
Nuveen Asset Management
Trust Co of the South
Northern Trust
American Century Companies
Charles Schwab Investment Management

View all funds holding Live Oak Bancshares