Live Oak Private Wealth LLC Diversified Active

CIK: 0001799877 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 27, 2022

Total Value ($000): $475,065 (100.0% shares, 0.0% debt)

Holdings (172)

BRK/B BERKSHIRE HATHAWAY INC DEL 4.2%
Value ($000) $20,150 Shares 73,803 Est. Cost $214.51 Unrealized +46.2%
DLTR DOLLAR TREE INC 3.4%
Value ($000) $16,284 Shares 104,484 Est. Cost $101.18 Unrealized +56.6%
AAPL APPLE INC 2.6%
Value ($000) $12,259 Shares 89,665 Est. Cost $105.08 Unrealized +41.5%
MSFT MICROSOFT CORP 2.5%
Value ($000) $11,745 Shares 45,731 Est. Cost $172.96 Unrealized +52.3%
BAC BK OF AMERICA CORP 2.4%
Value ($000) $11,540 Shares 370,715 Est. Cost $25.82 Unrealized +26.8%
SCHW SCHWAB CHARLES CORP 2.4%
Value ($000) $11,368 Shares 179,923 Est. Cost $40.68 Unrealized +61.1%
UNH UNITEDHEALTH GROUP INC 2.4%
Value ($000) $11,253 Shares 21,908 Est. Cost $272.19 Unrealized +73.1%
DIS DISNEY WALT CO 2.0%
Value ($000) $9,590 Shares 101,584 Est. Cost $124.95 Unrealized -13.2%
CVX CHEVRON CORP NEW 1.9%
Value ($000) $9,193 Shares 63,497 Est. Cost $76.46 Unrealized +86.6%
GOOGL ALPHABET INC 1.8%
Value ($000) $8,508 Shares 3,904 Est. Cost $68.08 Unrealized +71.6%
MRK MERCK & CO INC 1.8%
Value ($000) $8,495 Shares 93,180 Est. Cost $64.17 Unrealized +23.4%
PFE PFIZER INC 1.7%
Value ($000) $7,955 Shares 151,735 Est. Cost $27.12 Unrealized +54.8%
GOOG ALPHABET INC 1.7%
Value ($000) $7,910 Shares 3,616 Est. Cost $74.52 Unrealized +57.4%
ABT ABBOTT LABS 1.7%
Value ($000) $7,894 Shares 72,651 Est. Cost $84.40 Unrealized +25.7%
UPS UNITED PARCEL SERVICE INC 1.6%
Value ($000) $7,692 Shares 42,140 Est. Cost $97.68 Unrealized +57.0%
TERMINIX GLOBAL HOLDINGS INC 1.6%
Value ($000) $7,471 Shares 183,794 Est. Cost $48.73 Unrealized
MET METLIFE INC 1.5%
Value ($000) $7,355 Shares 117,138 Est. Cost $32.87 Unrealized +80.3%
CVS CVS HEALTH CORP 1.5%
Value ($000) $7,012 Shares 75,674 Est. Cost $58.26 Unrealized +47.4%
KO COCA COLA CO 1.5%
Value ($000) $6,889 Shares 109,500 Est. Cost $42.10 Unrealized +34.8%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $6,448 Shares 57,258 Est. Cost $101.55 Unrealized +11.3%
DEO DIAGEO PLC 1.4%
Value ($000) $6,427 Shares 36,912 Est. Cost $146.12 Unrealized
NVS NOVARTIS AG 1.3%
Value ($000) $6,228 Shares 73,680 Est. Cost $87.18 Unrealized
CMCSA COMCAST CORP NEW 1.3%
Value ($000) $6,190 Shares 157,755 Est. Cost $37.06 Unrealized +3.5%
RY ROYAL BK CDA 1.3%
Value ($000) $6,103 Shares 63,034 Est. Cost $89.80 Unrealized +13.9%
QCOM QUALCOMM INC 1.3%
Value ($000) $6,079 Shares 47,586 Est. Cost $82.05 Unrealized +52.2%
CSCO CISCO SYS INC 1.3%
Value ($000) $6,078 Shares 142,542 Est. Cost $39.06 Unrealized +9.6%
LOW LOWES COS INC 1.3%
Value ($000) $6,077 Shares 34,793 Est. Cost $144.00 Unrealized +24.7%
ZBH ZIMMER BIOMET HOLDINGS INC 1.3%
Value ($000) $6,015 Shares 57,251 Est. Cost $137.62 Unrealized -16.5%
BA BOEING CO 1.3%
Value ($000) $5,998 Shares 43,870 Est. Cost $147.52 Unrealized 0.0%
AON AON PLC 1.3%
Value ($000) $5,977 Shares 22,163 Est. Cost $216.24 Unrealized +29.5%
TJX TJX COS INC NEW 1.2%
Value ($000) $5,912 Shares 105,859 Est. Cost $51.98 Unrealized +10.5%
IGSB ISHARES TR 1.2%
Value ($000) $5,869 Shares 116,095 Est. Cost $54.70 Unrealized
FISV FISERV INC 1.2%
Value ($000) $5,826 Shares 65,487 Est. Cost $113.21 Unrealized -14.3%
BROOKFIELD ASSET MGMT INC 1.2%
Value ($000) $5,761 Shares 129,555 Est. Cost $48.04 Unrealized
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $5,624 Shares 17,828 Est. Cost $294.85 Unrealized +14.4%
DHR DANAHER CORPORATION 1.2%
Value ($000) $5,603 Shares 22,102 Est. Cost $221.57 Unrealized +2.1%
CHTR CHARTER COMMUNICATIONS INC N 1.1%
Value ($000) $5,444 Shares 11,620 Est. Cost $482.91 Unrealized +1.0%
RTX RAYTHEON TECHNOLOGIES CORP 1.1%
Value ($000) $5,366 Shares 55,832 Est. Cost $59.52 Unrealized +48.7%
IFF INTERNATIONAL FLAVORS&FRAGRA 1.1%
Value ($000) $5,335 Shares 44,788 Est. Cost $103.30 Unrealized +8.9%
INTC INTEL CORP 1.1%
Value ($000) $5,261 Shares 140,621 Est. Cost $50.98 Unrealized -20.3%
WFC WELLS FARGO CO NEW 1.1%
Value ($000) $5,072 Shares 129,485 Est. Cost $36.82 Unrealized +8.5%
HCA HCA HEALTHCARE INC 1.0%
Value ($000) $4,824 Shares 28,705 Est. Cost $138.00 Unrealized +50.8%
SONY SONY GROUP CORPORATION 1.0%
Value ($000) $4,723 Shares 57,754 Est. Cost $81.65 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $4,644 Shares 91,506 Est. Cost $41.74 Unrealized -3.9%
UNILEVER PLC 1.0%
Value ($000) $4,597 Shares 100,299 Est. Cost $54.18 Unrealized
VNT VONTIER CORPORATION 0.9%
Value ($000) $4,497 Shares 195,614 Est. Cost $32.29 Unrealized -20.6%
IVZ INVESCO LTD 0.9%
Value ($000) $4,212 Shares 261,099 Est. Cost $10.67 Unrealized +49.7%
V VISA INC 0.9%
Value ($000) $4,191 Shares 21,287 Est. Cost $183.74 Unrealized +9.4%
SHY ISHARES TR 0.9%
Value ($000) $4,063 Shares 49,076 Est. Cost $86.54 Unrealized
AMBP ARDAGH METAL PACKAGING S A 0.8%
Value ($000) $3,985 Shares 653,314 Est. Cost $5.86 Unrealized -20.7%
KMX CARMAX INC 0.8%
Value ($000) $3,823 Shares 42,252 Est. Cost $94.99 Unrealized -1.0%
FDX FEDEX CORP 0.8%
Value ($000) $3,811 Shares 16,808 Est. Cost $143.50 Unrealized +37.1%
FLOT ISHARES TR 0.8%
Value ($000) $3,649 Shares 73,091 Est. Cost $50.66 Unrealized
NEAR ISHARES U S ETF TR 0.8%
Value ($000) $3,623 Shares 73,554 Est. Cost $50.06 Unrealized
MKL MARKEL CORP 0.8%
Value ($000) $3,617 Shares 2,797 Est. Cost $1192.20 Unrealized +15.1%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $3,386 Shares 39,538 Est. Cost $71.47 Unrealized +11.4%
WBD WARNER BROS DISCOVERY INC 0.7%
Value ($000) $3,289 Shares 245,114 Est. Cost $18.55 Unrealized 0.0%
GABELLI EQUITY TR INC 0.7%
Value ($000) $3,136 Shares 514,176 Est. Cost $5.35 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $3,096 Shares 20,217 Est. Cost $80.11 Unrealized +67.4%
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $2,955 Shares 27,559 Est. Cost $83.43 Unrealized +14.3%
DFAX DIMENSIONAL ETF TRUST 0.6%
Value ($000) $2,690 Shares 125,470 Est. Cost $22.17 Unrealized
HANCOCK JOHN TAX-ADVANTAGED 0.5%
Value ($000) $2,355 Shares 102,602 Est. Cost $19.26 Unrealized
ADI ANALOG DEVICES INC 0.5%
Value ($000) $2,213 Shares 15,149 Est. Cost $136.39 Unrealized +8.2%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $2,154 Shares 5,010 Est. Cost $328.13 Unrealized +21.3%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $2,080 Shares 18,300 Est. Cost $155.82 Unrealized
MCO MOODYS CORP 0.4%
Value ($000) $2,069 Shares 7,607 Est. Cost $282.12 Unrealized +2.8%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,977 Shares 22,026 Est. Cost $96.78 Unrealized -6.6%
TIP ISHARES TR 0.4%
Value ($000) $1,940 Shares 17,035 Est. Cost $126.68 Unrealized
GABELLI DIVID & INCOME TR 0.4%
Value ($000) $1,865 Shares 91,222 Est. Cost $17.61 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,684 Shares 41,871 Est. Cost $40.22 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,658 Shares 26,530 Est. Cost $66.38 Unrealized
VRSN VERISIGN INC 0.3%
Value ($000) $1,625 Shares 9,710 Est. Cost $195.48 Unrealized -7.0%
EATON VANCE TX ADV GLBL DIV 0.3%
Value ($000) $1,488 Shares 92,351 Est. Cost $14.29 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.3%
Value ($000) $1,453 Shares 102,455 Est. Cost $13.42 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $1,439 Shares 3,796 Est. Cost $409.45 Unrealized
FERG1GBX FERGUSON PLC NEW 0.3%
Value ($000) $1,417 Shares 12,803 Est. Cost $119.34 Unrealized
ICLR ICON PLC 0.3%
Value ($000) $1,398 Shares 6,453 Est. Cost $199.34 Unrealized +12.5%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,390 Shares 7,829 Est. Cost $129.70 Unrealized +23.3%
EEFT EURONET WORLDWIDE INC 0.3%
Value ($000) $1,353 Shares 13,448 Est. Cost $123.39 Unrealized -4.0%
PEP PEPSICO INC 0.3%
Value ($000) $1,297 Shares 7,783 Est. Cost $122.14 Unrealized +22.7%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $1,285 Shares 14,128 Est. Cost $52.30 Unrealized +102.8%
HD HOME DEPOT INC 0.3%
Value ($000) $1,250 Shares 4,556 Est. Cost $241.16 Unrealized +11.5%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,194 Shares 5,683 Est. Cost $183.98 Unrealized +10.1%
WMT WALMART INC 0.2%
Value ($000) $1,038 Shares 8,535 Est. Cost $38.53 Unrealized +14.3%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,035 Shares 10,486 Est. Cost $74.77 Unrealized +14.2%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $998 Shares 3,362 Est. Cost $230.91 Unrealized +22.8%
LIBERTY ALL STAR EQUITY FD 0.2%
Value ($000) $996 Shares 158,585 Est. Cost $5.72 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $979 Shares 9,220 Est. Cost $126.36 Unrealized -1.0%
GABELLI MULTIMEDIA TR INC 0.2%
Value ($000) $976 Shares 134,937 Est. Cost $6.57 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.2%
Value ($000) $944 Shares 4,784 Est. Cost $203.98 Unrealized 0.0%
DINT DAVIS FUNDAMENTAL ETF TR 0.2%
Value ($000) $932 Shares 56,100 Est. Cost $22.22 Unrealized
LINDE PLC 0.2%
Value ($000) $922 Shares 3,206 Est. Cost $238.10 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $903 Shares 2,394 Est. Cost $344.05 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $884 Shares 3,633 Est. Cost $202.97 Unrealized +7.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $836 Shares 10,222 Est. Cost $104.42 Unrealized
ABERDEEN TOTAL DYNAMIC DIVD 0.2%
Value ($000) $835 Shares 103,295 Est. Cost $7.70 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $781 Shares 5,429 Est. Cost $116.26 Unrealized +18.1%
BIDU BAIDU INC 0.2%
Value ($000) $766 Shares 5,152 Est. Cost $146.62 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $755 Shares 3,060 Est. Cost $205.08 Unrealized +10.4%
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value ($000) $754 Shares 8,041 Est. Cost $151.97 Unrealized -25.8%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $738 Shares 5,499 Est. Cost $102.94 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $724 Shares 3,734 Est. Cost $36.02 Unrealized +5.8%
JD JD.COM INC 0.2%
Value ($000) $721 Shares 11,228 Est. Cost $52.28 Unrealized
BLACKROCK INC 0.2%
Value ($000) $719 Shares 1,181 Est. Cost $740.89 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $712 Shares 3,981 Est. Cost $165.08 Unrealized +19.5%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $678 Shares 13,528 Est. Cost $50.40 Unrealized
VOYA INFRASTRUCTURE INDLS & 0.1%
Value ($000) $644 Shares 65,919 Est. Cost $9.03 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $628 Shares 12,761 Est. Cost $49.21 Unrealized
NKE NIKE INC 0.1%
Value ($000) $626 Shares 6,122 Est. Cost $111.29 Unrealized 0.0%
IWR ISHARES TR 0.1%
Value ($000) $621 Shares 9,609 Est. Cost $74.67 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $618 Shares 978 Est. Cost $40.19 Unrealized +7.0%
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $609 Shares 38,630 Est. Cost $15.69 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $609 Shares 4,620 Est. Cost $103.97 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $608 Shares 7,902 Est. Cost $50.24 Unrealized +29.3%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $607 Shares 2,672 Est. Cost $194.26 Unrealized +16.6%
EATON VANCE TAX ADVT DIV INC 0.1%
Value ($000) $587 Shares 24,589 Est. Cost $19.24 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $577 Shares 3,978 Est. Cost $123.11 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $548 Shares 3,883 Est. Cost $122.53 Unrealized +38.9%
IWM ISHARES TR 0.1%
Value ($000) $536 Shares 3,164 Est. Cost $192.51 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $519 Shares 1,601 Est. Cost $171.74 Unrealized +69.4%
TFC TRUIST FINL CORP 0.1%
Value ($000) $502 Shares 10,575 Est. Cost $39.92 Unrealized +2.2%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $471 Shares 11,303 Est. Cost $40.85 Unrealized
SPPP SPROTT PHYSICAL PLAT PALLAD 0.1%
Value ($000) $463 Shares 35,000 Est. Cost $13.94 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $459 Shares 2,640 Est. Cost $139.12 Unrealized +19.5%
EMR EMERSON ELEC CO 0.1%
Value ($000) $417 Shares 5,237 Est. Cost $62.25 Unrealized +31.5%
CBRE GBL REAL ESTATE INC FD 0.1%
Value ($000) $398 Shares 54,884 Est. Cost $5.98 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $391 Shares 2,400 Est. Cost $89.38 Unrealized +79.2%
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $381 Shares 17,148 Est. Cost $23.48 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $379 Shares 3,300 Est. Cost $135.45 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $353 Shares 4,410 Est. Cost $71.82 Unrealized 0.0%
DOW DOW INC 0.1%
Value ($000) $351 Shares 6,796 Est. Cost $48.26 Unrealized +7.3%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $350 Shares 730 Est. Cost $385.52 Unrealized +25.8%
NUVEEN PFD & INCOME OPPORTUN 0.1%
Value ($000) $330 Shares 43,136 Est. Cost $8.23 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $327 Shares 6,200 Est. Cost $53.99 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $325 Shares 7,970 Est. Cost $40.78 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $324 Shares 3,509 Est. Cost $112.69 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $320 Shares 1,611 Est. Cost $255.22 Unrealized -11.5%
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $306 Shares 12,075 Est. Cost $22.03 Unrealized
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $294 Shares 8,158 Est. Cost $45.62 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $294 Shares 1,299 Est. Cost $268.71 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $291 Shares 5,684 Est. Cost $31.24 Unrealized +71.2%
IEFA ISHARES TR 0.1%
Value ($000) $286 Shares 4,863 Est. Cost $69.74 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $281 Shares 3,947 Est. Cost $54.69 Unrealized +17.5%
XAWPX ABERDEEN GLOBAL PREMIER PPTY 0.1%
Value ($000) $278 Shares 56,692 Est. Cost $4.66 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $272 Shares 1,383 Est. Cost $196.67 Unrealized
TRMB TRIMBLE INC 0.1%
Value ($000) $267 Shares 4,577 Est. Cost $87.82 Unrealized -25.2%
CABO CABLE ONE INC 0.1%
Value ($000) $258 Shares 200 Est. Cost $1191.38 Unrealized 0.0%
FNB F N B CORP 0.1%
Value ($000) $257 Shares 23,681 Est. Cost $6.04 Unrealized +70.0%
EEM ISHARES TR 0.1%
Value ($000) $256 Shares 6,373 Est. Cost $49.46 Unrealized
CSX CSX CORP 0.1%
Value ($000) $253 Shares 8,689 Est. Cost $29.71 Unrealized +4.1%
UNP UNION PAC CORP 0.1%
Value ($000) $249 Shares 1,166 Est. Cost $196.28 Unrealized +6.4%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $243 Shares 139 Est. Cost $2206.84 Unrealized -4.9%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $242 Shares 15,863 Est. Cost $18.79 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $240 Shares 441 Est. Cost $542.52 Unrealized +0.4%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $239 Shares 1,018 Est. Cost $205.27 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $237 Shares 496 Est. Cost $387.65 Unrealized +11.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $222 Shares 1,314 Est. Cost $161.81 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $218 Shares 784 Est. Cost $272.12 Unrealized +4.6%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $215 Shares 6,500 Est. Cost $31.98 Unrealized +5.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $214 Shares 1,216 Est. Cost $145.69 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $212 Shares 16,179 Est. Cost $12.42 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $209 Shares 2,000 Est. Cost $102.52 Unrealized +24.7%
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $209 Shares 58,152 Est. Cost $3.44 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $206 Shares 1,033 Est. Cost $266.85 Unrealized -20.6%
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $196 Shares 10,891 Est. Cost $18.00 Unrealized
TEKLA WORLD HEALTHCARE FD 0.0%
Value ($000) $195 Shares 13,540 Est. Cost $16.47 Unrealized
TEKLA LIFE SCIENCES INVS 0.0%
Value ($000) $188 Shares 13,223 Est. Cost $17.92 Unrealized
ANGEL OAK FINL STRATEGIES IN 0.0%
Value ($000) $155 Shares 10,630 Est. Cost $15.80 Unrealized
BLACKROCK RES & COMMODITIES 0.0%
Value ($000) $119 Shares 13,200 Est. Cost $6.14 Unrealized
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $109 Shares 27,105 Est. Cost $4.57 Unrealized
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $107 Shares 10,480 Est. Cost $11.93 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $93 Shares 10,525 Est. Cost $7.32 Unrealized