Live Oak Private Wealth LLC Diversified Active

CIK: 0001799877 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 29, 2021

Total Value ($000): $492,540 (100.0% shares, 0.0% debt)

Holdings (173)

BRK/B BERKSHIRE HATHAWAY INC DEL 3.8%
Value ($000) $18,943 Shares 69,404 Est. Cost $208.89 Unrealized +34.5%
BAC BK OF AMERICA CORP 3.0%
Value ($000) $14,847 Shares 349,741 Est. Cost $25.00 Unrealized +44.3%
SCHW SCHWAB CHARLES CORP 2.6%
Value ($000) $12,773 Shares 175,362 Est. Cost $38.95 Unrealized +73.0%
CVS CVS HEALTH CORP 2.4%
Value ($000) $12,059 Shares 142,110 Est. Cost $56.29 Unrealized +28.8%
MSFT MICROSOFT CORP 2.4%
Value ($000) $11,803 Shares 41,867 Est. Cost $160.60 Unrealized +74.8%
DIS DISNEY WALT CO 2.4%
Value ($000) $11,732 Shares 69,350 Est. Cost $121.08 Unrealized +43.8%
AAPL APPLE INC 2.4%
Value ($000) $11,699 Shares 82,681 Est. Cost $99.44 Unrealized +44.7%
MOS MOSAIC CO NEW 2.1%
Value ($000) $10,564 Shares 295,746 Est. Cost $11.94 Unrealized +142.2%
GOOGL ALPHABET INC 2.1%
Value ($000) $10,379 Shares 3,882 Est. Cost $67.30 Unrealized +100.7%
DLTR DOLLAR TREE INC 2.1%
Value ($000) $10,190 Shares 106,452 Est. Cost $101.18 Unrealized -4.9%
RTX RAYTHEON TECHNOLOGIES CORP 1.9%
Value ($000) $9,482 Shares 110,305 Est. Cost $57.45 Unrealized +34.7%
GOOG ALPHABET INC 1.7%
Value ($000) $8,225 Shares 3,086 Est. Cost $66.16 Unrealized +106.8%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $8,097 Shares 149,919 Est. Cost $41.78 Unrealized +1.3%
CSCO CISCO SYS INC 1.6%
Value ($000) $8,049 Shares 147,886 Est. Cost $38.13 Unrealized +29.1%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $8,022 Shares 20,529 Est. Cost $257.70 Unrealized +49.3%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $8,014 Shares 48,957 Est. Cost $97.53 Unrealized +43.9%
ABT ABBOTT LABS 1.6%
Value ($000) $7,787 Shares 65,916 Est. Cost $81.46 Unrealized +39.3%
UPS UNITED PARCEL SERVICE INC 1.5%
Value ($000) $7,250 Shares 39,811 Est. Cost $93.80 Unrealized +73.5%
CMCSA COMCAST CORP NEW 1.4%
Value ($000) $7,063 Shares 126,278 Est. Cost $35.90 Unrealized +43.1%
ZBH ZIMMER BIOMET HOLDINGS INC 1.4%
Value ($000) $7,015 Shares 47,927 Est. Cost $141.64 Unrealized 0.0%
MET METLIFE INC 1.4%
Value ($000) $6,920 Shares 112,094 Est. Cost $31.97 Unrealized +64.9%
IGSB ISHARES TR 1.4%
Value ($000) $6,889 Shares 126,080 Est. Cost $54.76 Unrealized
PFE PFIZER INC 1.4%
Value ($000) $6,683 Shares 155,382 Est. Cost $26.67 Unrealized +33.7%
RY ROYAL BK CDA 1.4%
Value ($000) $6,681 Shares 67,160 Est. Cost $89.61 Unrealized +13.7%
TERMINIX GLOBAL HOLDINGS INC 1.3%
Value ($000) $6,500 Shares 155,980 Est. Cost $49.30 Unrealized
DEO DIAGEO PLC 1.3%
Value ($000) $6,444 Shares 33,391 Est. Cost $140.41 Unrealized
TWITTER INC 1.3%
Value ($000) $6,364 Shares 105,374 Est. Cost $41.19 Unrealized
INTC INTEL CORP 1.3%
Value ($000) $6,346 Shares 119,107 Est. Cost $52.08 Unrealized -4.4%
FISV FISERV INC 1.3%
Value ($000) $6,318 Shares 58,232 Est. Cost $114.77 Unrealized -2.7%
MRK MERCK & CO INC 1.3%
Value ($000) $6,289 Shares 83,734 Est. Cost $63.38 Unrealized +4.4%
TJX TJX COS INC NEW 1.3%
Value ($000) $6,275 Shares 95,106 Est. Cost $50.98 Unrealized +28.4%
HCA HCA HEALTHCARE INC 1.2%
Value ($000) $6,081 Shares 25,052 Est. Cost $127.33 Unrealized +84.8%
VNT VONTIER CORPORATION 1.2%
Value ($000) $5,987 Shares 178,178 Est. Cost $32.68 Unrealized +3.9%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $5,976 Shares 58,908 Est. Cost $73.40 Unrealized +13.5%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $5,760 Shares 16,568 Est. Cost $291.68 Unrealized +21.6%
QCOM QUALCOMM INC 1.1%
Value ($000) $5,618 Shares 43,554 Est. Cost $77.65 Unrealized +65.9%
LOW LOWES COS INC 1.1%
Value ($000) $5,615 Shares 27,678 Est. Cost $132.59 Unrealized +38.5%
CHTR CHARTER COMMUNICATIONS INC N 1.1%
Value ($000) $5,608 Shares 7,708 Est. Cost $472.54 Unrealized +60.6%
NVS NOVARTIS AG 1.1%
Value ($000) $5,444 Shares 66,566 Est. Cost $87.22 Unrealized
AON AON PLC 1.1%
Value ($000) $5,355 Shares 18,739 Est. Cost $204.27 Unrealized +27.4%
IVZ INVESCO LTD 1.1%
Value ($000) $5,321 Shares 220,705 Est. Cost $9.34 Unrealized +121.1%
IFF INTERNATIONAL FLAVORS&FRAGRA 1.1%
Value ($000) $5,313 Shares 39,730 Est. Cost $101.23 Unrealized +28.3%
KO COCA COLA CO 1.1%
Value ($000) $5,308 Shares 101,163 Est. Cost $41.15 Unrealized +18.6%
NEAR ISHARES U S ETF TR 1.1%
Value ($000) $5,194 Shares 103,585 Est. Cost $50.16 Unrealized
SONY SONY GROUP CORPORATION 1.0%
Value ($000) $5,068 Shares 45,834 Est. Cost $77.04 Unrealized
KMX CARMAX INC 1.0%
Value ($000) $4,835 Shares 37,787 Est. Cost $93.79 Unrealized +41.9%
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $4,784 Shares 103,091 Est. Cost $34.90 Unrealized +19.2%
AGG ISHARES TR 1.0%
Value ($000) $4,721 Shares 41,116 Est. Cost $118.15 Unrealized
SHY ISHARES TR 0.9%
Value ($000) $4,409 Shares 51,180 Est. Cost $86.54 Unrealized
UNILEVER PLC 0.8%
Value ($000) $4,143 Shares 76,413 Est. Cost $56.04 Unrealized
BROOKFIELD ASSET MGMT INC 0.8%
Value ($000) $4,053 Shares 75,737 Est. Cost $47.85 Unrealized
V VISA INC 0.8%
Value ($000) $3,896 Shares 17,489 Est. Cost $179.19 Unrealized +26.7%
FLOT ISHARES TR 0.8%
Value ($000) $3,826 Shares 75,252 Est. Cost $50.66 Unrealized
GABELLI EQUITY TR INC 0.7%
Value ($000) $3,419 Shares 514,176 Est. Cost $5.35 Unrealized
FDX FEDEX CORP 0.7%
Value ($000) $3,331 Shares 15,190 Est. Cost $135.76 Unrealized +82.6%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $2,727 Shares 21,186 Est. Cost $51.23 Unrealized +154.9%
GABELLI DIVID & INCOME TR 0.5%
Value ($000) $2,353 Shares 91,222 Est. Cost $17.61 Unrealized
HANCOCK JOHN TAX-ADVANTAGED 0.5%
Value ($000) $2,348 Shares 102,602 Est. Cost $19.26 Unrealized
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $2,328 Shares 23,857 Est. Cost $83.01 Unrealized +5.1%
ABBV ABBVIE INC 0.5%
Value ($000) $2,220 Shares 20,579 Est. Cost $75.00 Unrealized +29.6%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $2,182 Shares 36,873 Est. Cost $50.24 Unrealized +9.1%
MKL MARKEL CORP 0.4%
Value ($000) $2,170 Shares 1,816 Est. Cost $1130.57 Unrealized +9.1%
EATON VANCE TX ADV GLBL DIV 0.4%
Value ($000) $1,985 Shares 93,284 Est. Cost $14.29 Unrealized
TIP ISHARES TR 0.4%
Value ($000) $1,963 Shares 15,370 Est. Cost $126.27 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1,924 Shares 89,348 Est. Cost $21.82 Unrealized
EFA ISHARES TR 0.4%
Value ($000) $1,918 Shares 24,586 Est. Cost $66.78 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1,797 Shares 85,209 Est. Cost $21.37 Unrealized
PROSHARES TR 0.4%
Value ($000) $1,796 Shares 90,000 Est. Cost Unrealized
FOXA FOX CORP 0.4%
Value ($000) $1,784 Shares 44,488 Est. Cost $32.03 Unrealized +8.6%
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1,743 Shares 80,448 Est. Cost $21.77 Unrealized
DHR DANAHER CORPORATION 0.3%
Value ($000) $1,695 Shares 5,569 Est. Cost $163.28 Unrealized +63.4%
IVV ISHARES TR 0.3%
Value ($000) $1,683 Shares 3,906 Est. Cost $409.45 Unrealized
ICLR ICON PLC 0.3%
Value ($000) $1,618 Shares 6,175 Est. Cost $197.42 Unrealized +23.1%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $1,504 Shares 8,978 Est. Cost $126.08 Unrealized +23.2%
HD HOME DEPOT INC 0.3%
Value ($000) $1,497 Shares 4,560 Est. Cost $240.81 Unrealized +22.3%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,468 Shares 11,712 Est. Cost $98.94 Unrealized +14.7%
PHYS SPROTT PHYSICAL GOLD TR 0.3%
Value ($000) $1,414 Shares 102,455 Est. Cost $13.42 Unrealized
LIBERTY ALL STAR EQUITY FD 0.3%
Value ($000) $1,364 Shares 158,585 Est. Cost $5.72 Unrealized
VRSN VERISIGN INC 0.3%
Value ($000) $1,346 Shares 6,567 Est. Cost $194.06 Unrealized +11.9%
MCO MOODYS CORP 0.3%
Value ($000) $1,270 Shares 3,575 Est. Cost $250.77 Unrealized +44.8%
FERG1GBX FERGUSON PLC NEW 0.3%
Value ($000) $1,263 Shares 9,049 Est. Cost $122.54 Unrealized
GABELLI MULTIMEDIA TR INC 0.3%
Value ($000) $1,232 Shares 134,937 Est. Cost $6.57 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,180 Shares 3,419 Est. Cost $315.77 Unrealized +1.6%
PROSHARES TR 0.2%
Value ($000) $1,153 Shares 120,000 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,102 Shares 4,301 Est. Cost $245.72 Unrealized +0.5%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $1,100 Shares 7,428 Est. Cost $220.39 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,091 Shares 7,824 Est. Cost $37.71 Unrealized +20.6%
PEP PEPSICO INC 0.2%
Value ($000) $1,063 Shares 7,068 Est. Cost $113.00 Unrealized +19.5%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,056 Shares 2,793 Est. Cost $195.07 Unrealized +79.4%
EEFT EURONET WORLDWIDE INC 0.2%
Value ($000) $1,051 Shares 8,258 Est. Cost $123.69 Unrealized +7.2%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,047 Shares 2,439 Est. Cost $341.27 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,013 Shares 6,270 Est. Cost $123.27 Unrealized +21.9%
TFC TRUIST FINL CORP 0.2%
Value ($000) $1,010 Shares 17,216 Est. Cost $39.92 Unrealized +13.0%
ABERDEEN TOTAL DYNAMIC DIVD 0.2%
Value ($000) $1,006 Shares 103,295 Est. Cost $7.70 Unrealized
BLACKROCK INC 0.2%
Value ($000) $990 Shares 1,180 Est. Cost $743.98 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $967 Shares 4,421 Est. Cost $192.51 Unrealized
SNY SANOFI 0.2%
Value ($000) $963 Shares 19,985 Est. Cost $49.44 Unrealized
GAN LTD 0.2%
Value ($000) $930 Shares 62,575 Est. Cost $15.16 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $910 Shares 3,803 Est. Cost $193.40 Unrealized +20.7%
DINT DAVIS FUNDAMENTAL ETF TR 0.2%
Value ($000) $872 Shares 44,327 Est. Cost $23.41 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $867 Shares 5,784 Est. Cost $102.94 Unrealized
LINDE PLC 0.2%
Value ($000) $853 Shares 2,908 Est. Cost $230.46 Unrealized
VOYA INFRASTRUCTURE INDLS & 0.2%
Value ($000) $828 Shares 65,919 Est. Cost $9.03 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $790 Shares 10,097 Est. Cost $74.67 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $738 Shares 3,640 Est. Cost $35.98 Unrealized 0.0%
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $724 Shares 38,630 Est. Cost $15.69 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $707 Shares 7,457 Est. Cost $71.45 Unrealized +13.4%
JD JD.COM INC 0.1%
Value ($000) $704 Shares 9,748 Est. Cost $50.54 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $697 Shares 4,985 Est. Cost $109.76 Unrealized +15.9%
EATON VANCE TAX ADVT DIV INC 0.1%
Value ($000) $675 Shares 24,589 Est. Cost $19.24 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $656 Shares 4,842 Est. Cost $103.97 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $652 Shares 4,168 Est. Cost $121.91 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $651 Shares 12,388 Est. Cost $50.42 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $624 Shares 2,729 Est. Cost $100.57 Unrealized +118.7%
BUNGE LIMITED 0.1%
Value ($000) $594 Shares 7,310 Est. Cost $44.30 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $571 Shares 2,690 Est. Cost $137.55 Unrealized +41.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $568 Shares 2,959 Est. Cost $153.98 Unrealized +24.7%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $564 Shares 923 Est. Cost $40.03 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $562 Shares 9,558 Est. Cost $42.25 Unrealized +14.7%
BIDU BAIDU INC 0.1%
Value ($000) $559 Shares 3,633 Est. Cost $150.70 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $515 Shares 10,307 Est. Cost $40.39 Unrealized
TRMB TRIMBLE INC 0.1%
Value ($000) $510 Shares 6,198 Est. Cost $87.82 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $483 Shares 147 Est. Cost $164.09 Unrealized +5.1%
TLT ISHARES TR 0.1%
Value ($000) $476 Shares 3,300 Est. Cost $135.45 Unrealized
CBRE CLARION GLOBAL REAL EST 0.1%
Value ($000) $459 Shares 54,884 Est. Cost $5.98 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $458 Shares 1,735 Est. Cost $255.22 Unrealized 0.0%
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $458 Shares 17,479 Est. Cost $23.48 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $444 Shares 3,980 Est. Cost $117.51 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $439 Shares 57,200 Est. Cost $8.83 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $432 Shares 6,580 Est. Cost $53.99 Unrealized
NTR NUTRIEN LTD 0.1%
Value ($000) $427 Shares 6,590 Est. Cost $31.03 Unrealized +72.3%
NUVEEN PFD & INCOME OPPORTUN 0.1%
Value ($000) $427 Shares 43,136 Est. Cost $8.23 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $403 Shares 5,428 Est. Cost $70.65 Unrealized
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $402 Shares 8,473 Est. Cost $45.62 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $397 Shares 1,869 Est. Cost $183.90 Unrealized +8.9%
TSLA TESLA INC 0.1%
Value ($000) $377 Shares 486 Est. Cost $118.07 Unrealized +99.3%
IJH ISHARES TR 0.1%
Value ($000) $374 Shares 1,421 Est. Cost $268.71 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $366 Shares 1,582 Est. Cost $170.58 Unrealized +38.7%
IJR ISHARES TR 0.1%
Value ($000) $358 Shares 3,279 Est. Cost $112.92 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $357 Shares 2,400 Est. Cost $89.38 Unrealized +53.1%
EMR EMERSON ELEC CO 0.1%
Value ($000) $357 Shares 3,791 Est. Cost $53.07 Unrealized +71.9%
XAWPX ABERDEEN GLOBAL PREMIER PPTY 0.1%
Value ($000) $344 Shares 56,692 Est. Cost $4.66 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $339 Shares 6,184 Est. Cost $31.24 Unrealized +49.3%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $330 Shares 139 Est. Cost $2206.84 Unrealized 0.0%
ECL ECOLAB INC 0.1%
Value ($000) $329 Shares 1,575 Est. Cost $208.54 Unrealized 0.0%
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $327 Shares 12,075 Est. Cost $22.03 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $326 Shares 1,689 Est. Cost $183.16 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $324 Shares 1,343 Est. Cost $176.70 Unrealized +22.1%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $318 Shares 15,863 Est. Cost $18.79 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $293 Shares 5,806 Est. Cost $50.47 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $287 Shares 1,018 Est. Cost $205.27 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $287 Shares 16,179 Est. Cost $12.42 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $282 Shares 3,805 Est. Cost $68.84 Unrealized 0.0%
TEKLA LIFE SCIENCES INVS 0.1%
Value ($000) $275 Shares 13,223 Est. Cost $17.92 Unrealized
FNB F N B CORP 0.1%
Value ($000) $275 Shares 23,681 Est. Cost $6.04 Unrealized +62.5%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $268 Shares 596 Est. Cost $360.23 Unrealized +16.1%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $266 Shares 1,216 Est. Cost $145.69 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $257 Shares 1,287 Est. Cost $128.54 Unrealized +46.0%
CSX CSX CORP 0.1%
Value ($000) $256 Shares 8,614 Est. Cost $29.71 Unrealized +1.4%
SO SOUTHERN CO 0.1%
Value ($000) $253 Shares 4,090 Est. Cost $54.69 Unrealized 0.0%
IEMG ISHARES INC 0.1%
Value ($000) $249 Shares 4,032 Est. Cost $66.69 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $236 Shares 10,891 Est. Cost $18.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $236 Shares 413 Est. Cost $542.36 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $233 Shares 727 Est. Cost $269.28 Unrealized +13.5%
CMI CUMMINS INC 0.0%
Value ($000) $229 Shares 1,019 Est. Cost $198.82 Unrealized +5.8%
TEKLA WORLD HEALTHCARE FD 0.0%
Value ($000) $223 Shares 13,540 Est. Cost $16.47 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $217 Shares 58,152 Est. Cost $3.44 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $214 Shares 1,092 Est. Cost $195.24 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $212 Shares 1,091 Est. Cost $193.72 Unrealized 0.0%
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $138 Shares 10,480 Est. Cost $11.93 Unrealized
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $130 Shares 27,105 Est. Cost $4.57 Unrealized
BLACKROCK RES & COMMODITIES 0.0%
Value ($000) $118 Shares 13,200 Est. Cost $6.14 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $103 Shares 10,525 Est. Cost $7.32 Unrealized