Live Oak Private Wealth LLC Diversified Active

CIK: 0001799877 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 25, 2022

Total Value ($000): $445,633 (100.0% shares, 0.0% debt)

Holdings (172)

BRK/B BERKSHIRE HATHAWAY INC DEL 4.5%
Value ($000) $19,944 Shares 74,691 Est. Cost $215.35 Unrealized +32.1%
DLTR DOLLAR TREE INC 3.2%
Value ($000) $14,345 Shares 105,397 Est. Cost $101.18 Unrealized +53.8%
SCHW SCHWAB CHARLES CORP 3.0%
Value ($000) $13,164 Shares 183,163 Est. Cost $41.13 Unrealized +60.9%
AAPL APPLE INC 2.8%
Value ($000) $12,481 Shares 90,308 Est. Cost $105.08 Unrealized +46.8%
BAC BK OF AMERICA CORP 2.6%
Value ($000) $11,401 Shares 377,528 Est. Cost $25.91 Unrealized +18.1%
UNH UNITEDHEALTH GROUP INC 2.5%
Value ($000) $11,163 Shares 22,102 Est. Cost $272.19 Unrealized +81.9%
MSFT MICROSOFT CORP 2.4%
Value ($000) $10,836 Shares 46,525 Est. Cost $174.40 Unrealized +47.3%
DIS DISNEY WALT CO 2.2%
Value ($000) $9,923 Shares 105,191 Est. Cost $124.25 Unrealized -15.8%
GOOG ALPHABET INC 2.1%
Value ($000) $9,204 Shares 95,727 Est. Cost $109.46 Unrealized +1.3%
CVX CHEVRON CORP NEW 2.0%
Value ($000) $9,129 Shares 63,539 Est. Cost $76.46 Unrealized +73.7%
BROOKFIELD ASSET MGMT INC 1.8%
Value ($000) $8,165 Shares 199,685 Est. Cost $45.53 Unrealized
WFC WELLS FARGO CO NEW 1.8%
Value ($000) $8,029 Shares 199,639 Est. Cost $37.72 Unrealized +4.4%
MRK MERCK & CO INC 1.8%
Value ($000) $8,000 Shares 92,896 Est. Cost $64.17 Unrealized +25.3%
GOOGL ALPHABET INC 1.7%
Value ($000) $7,452 Shares 77,905 Est. Cost $107.95 Unrealized +1.9%
CVS CVS HEALTH CORP 1.6%
Value ($000) $7,314 Shares 76,694 Est. Cost $58.65 Unrealized +49.4%
MET METLIFE INC 1.6%
Value ($000) $7,164 Shares 117,867 Est. Cost $32.87 Unrealized +75.4%
ABT ABBOTT LABS 1.6%
Value ($000) $7,054 Shares 72,904 Est. Cost $84.40 Unrealized +18.5%
TERMINIX GLOBAL HOLDINGS INC 1.6%
Value ($000) $7,002 Shares 182,861 Est. Cost $48.73 Unrealized
UPS UNITED PARCEL SERVICE INC 1.5%
Value ($000) $6,800 Shares 42,096 Est. Cost $97.68 Unrealized +64.3%
LOW LOWES COS INC 1.5%
Value ($000) $6,692 Shares 35,630 Est. Cost $144.90 Unrealized +25.9%
PFE PFIZER INC 1.5%
Value ($000) $6,663 Shares 152,258 Est. Cost $27.12 Unrealized +49.0%
TJX TJX COS INC NEW 1.5%
Value ($000) $6,618 Shares 106,537 Est. Cost $51.98 Unrealized +15.2%
DEO DIAGEO PLC 1.4%
Value ($000) $6,395 Shares 37,661 Est. Cost $146.59 Unrealized
MKL MARKEL CORP 1.4%
Value ($000) $6,255 Shares 5,769 Est. Cost $1206.59 Unrealized +1.1%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $6,179 Shares 59,131 Est. Cost $101.68 Unrealized +3.9%
FISV FISERV INC 1.4%
Value ($000) $6,135 Shares 65,568 Est. Cost $113.21 Unrealized -10.0%
AON AON PLC 1.4%
Value ($000) $6,096 Shares 22,759 Est. Cost $217.80 Unrealized +26.7%
KO COCA COLA CO 1.4%
Value ($000) $6,095 Shares 108,805 Est. Cost $42.10 Unrealized +33.1%
DHR DANAHER CORPORATION 1.3%
Value ($000) $5,980 Shares 23,154 Est. Cost $222.44 Unrealized +8.2%
ZBH ZIMMER BIOMET HOLDINGS INC 1.3%
Value ($000) $5,893 Shares 56,362 Est. Cost $137.62 Unrealized -22.6%
CSCO CISCO SYS INC 1.3%
Value ($000) $5,768 Shares 144,202 Est. Cost $39.07 Unrealized +2.5%
NVS NOVARTIS AG 1.3%
Value ($000) $5,669 Shares 74,579 Est. Cost $87.05 Unrealized
RY ROYAL BK CDA 1.3%
Value ($000) $5,628 Shares 62,508 Est. Cost $89.80 Unrealized +6.8%
HCA HCA HEALTHCARE INC 1.2%
Value ($000) $5,483 Shares 29,831 Est. Cost $140.09 Unrealized +38.2%
QCOM QUALCOMM INC 1.2%
Value ($000) $5,429 Shares 48,053 Est. Cost $82.05 Unrealized +54.8%
BA BOEING CO 1.2%
Value ($000) $5,376 Shares 44,399 Est. Cost $147.59 Unrealized +3.9%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $5,220 Shares 18,357 Est. Cost $295.73 Unrealized +10.0%
CMCSA COMCAST CORP NEW 1.1%
Value ($000) $4,943 Shares 168,521 Est. Cost $36.84 Unrealized -8.6%
WBD WARNER BROS DISCOVERY INC 1.1%
Value ($000) $4,854 Shares 422,124 Est. Cost $16.47 Unrealized -17.5%
INTC INTEL CORP 1.0%
Value ($000) $4,616 Shares 179,119 Est. Cost $46.96 Unrealized -31.2%
UNILEVER PLC 1.0%
Value ($000) $4,534 Shares 103,432 Est. Cost $53.87 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value ($000) $4,450 Shares 54,355 Est. Cost $59.52 Unrealized +40.9%
IFF INTERNATIONAL FLAVORS&FRAGRA 1.0%
Value ($000) $4,254 Shares 46,833 Est. Cost $103.33 Unrealized +0.5%
SONY SONY GROUP CORPORATION 0.9%
Value ($000) $4,050 Shares 63,226 Est. Cost $80.12 Unrealized
V VISA INC 0.9%
Value ($000) $4,009 Shares 22,567 Est. Cost $184.57 Unrealized +7.5%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $3,917 Shares 103,171 Est. Cost $41.06 Unrealized -12.9%
CHTR CHARTER COMMUNICATIONS INC N 0.9%
Value ($000) $3,842 Shares 12,666 Est. Cost $478.36 Unrealized -10.6%
IGSB ISHARES TR 0.8%
Value ($000) $3,764 Shares 76,376 Est. Cost $54.70 Unrealized
IVZ INVESCO LTD 0.8%
Value ($000) $3,665 Shares 267,490 Est. Cost $10.76 Unrealized +33.7%
FLOT ISHARES TR 0.8%
Value ($000) $3,586 Shares 71,327 Est. Cost $50.66 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $3,447 Shares 39,486 Est. Cost $71.47 Unrealized +13.8%
SHY ISHARES TR 0.8%
Value ($000) $3,378 Shares 41,602 Est. Cost $86.54 Unrealized
AMBP ARDAGH METAL PACKAGING S A 0.7%
Value ($000) $3,204 Shares 661,954 Est. Cost $5.84 Unrealized -26.3%
NEAR ISHARES U S ETF TR 0.7%
Value ($000) $2,925 Shares 59,375 Est. Cost $50.06 Unrealized
KMX CARMAX INC 0.6%
Value ($000) $2,859 Shares 43,309 Est. Cost $94.90 Unrealized -3.7%
GABELLI EQUITY TR INC 0.6%
Value ($000) $2,828 Shares 514,176 Est. Cost $5.35 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $2,816 Shares 20,983 Est. Cost $81.82 Unrealized +55.4%
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $2,547 Shares 27,386 Est. Cost $83.43 Unrealized +12.7%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $2,236 Shares 16,047 Est. Cost $137.10 Unrealized +8.7%
HANCOCK JOHN TAX-ADVANTAGED 0.5%
Value ($000) $2,151 Shares 102,602 Est. Cost $19.26 Unrealized
MCO MOODYS CORP 0.4%
Value ($000) $1,903 Shares 7,827 Est. Cost $282.13 Unrealized +0.1%
GABELLI DIVID & INCOME TR 0.4%
Value ($000) $1,708 Shares 91,222 Est. Cost $17.61 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,632 Shares 41,871 Est. Cost $40.22 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $1,561 Shares 19,516 Est. Cost $151.09 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,495 Shares 26,695 Est. Cost $66.38 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,473 Shares 76,875 Est. Cost $19.16 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $1,432 Shares 3,993 Est. Cost $406.95 Unrealized
FERG1GBX FERGUSON PLC NEW 0.3%
Value ($000) $1,424 Shares 13,833 Est. Cost $118.12 Unrealized
EATON VANCE TX ADV GLBL DIV 0.3%
Value ($000) $1,394 Shares 92,351 Est. Cost $14.29 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.3%
Value ($000) $1,311 Shares 102,455 Est. Cost $13.42 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,289 Shares 5,698 Est. Cost $183.98 Unrealized +19.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,285 Shares 7,864 Est. Cost $129.70 Unrealized +17.9%
PEP PEPSICO INC 0.3%
Value ($000) $1,265 Shares 7,746 Est. Cost $122.14 Unrealized +26.4%
HD HOME DEPOT INC 0.3%
Value ($000) $1,256 Shares 4,551 Est. Cost $241.16 Unrealized +12.2%
ICLR ICON PLC 0.3%
Value ($000) $1,219 Shares 6,631 Est. Cost $199.83 Unrealized +8.9%
WTW WILLIS TOWERS WATSON PLC LTD 0.3%
Value ($000) $1,123 Shares 5,591 Est. Cost $203.00 Unrealized -2.9%
AMZN AMAZON COM INC 0.3%
Value ($000) $1,117 Shares 9,885 Est. Cost $126.36 Unrealized +0.0%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $1,115 Shares 13,604 Est. Cost $52.30 Unrealized +78.8%
WMT WALMART INC 0.2%
Value ($000) $1,111 Shares 8,563 Est. Cost $38.53 Unrealized +9.0%
EEFT EURONET WORLDWIDE INC 0.2%
Value ($000) $1,086 Shares 14,335 Est. Cost $121.56 Unrealized -22.8%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $985 Shares 3,363 Est. Cost $230.91 Unrealized +28.6%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $933 Shares 2,613 Est. Cost $345.14 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $932 Shares 11,224 Est. Cost $75.17 Unrealized +7.7%
TIP ISHARES TR 0.2%
Value ($000) $898 Shares 8,560 Est. Cost $126.68 Unrealized
LINDE PLC 0.2%
Value ($000) $882 Shares 3,271 Est. Cost $238.73 Unrealized
LIBERTY ALL STAR EQUITY FD 0.2%
Value ($000) $877 Shares 158,585 Est. Cost $5.72 Unrealized
GABELLI MULTIMEDIA TR INC 0.2%
Value ($000) $843 Shares 134,937 Est. Cost $6.57 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $819 Shares 3,633 Est. Cost $202.97 Unrealized +7.3%
DINT DAVIS FUNDAMENTAL ETF TR 0.2%
Value ($000) $815 Shares 54,834 Est. Cost $22.22 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value ($000) $771 Shares 8,932 Est. Cost $147.49 Unrealized -27.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $770 Shares 11,225 Est. Cost $101.22 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.2%
Value ($000) $748 Shares 36,580 Est. Cost $20.45 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND 0.2%
Value ($000) $738 Shares 103,295 Est. Cost $7.70 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $711 Shares 5,629 Est. Cost $116.77 Unrealized +11.8%
MCD MCDONALDS CORP 0.2%
Value ($000) $706 Shares 3,060 Est. Cost $205.08 Unrealized +15.2%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $698 Shares 5,486 Est. Cost $102.94 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $694 Shares 3,734 Est. Cost $36.02 Unrealized +1.9%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $688 Shares 978 Est. Cost $40.19 Unrealized +16.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $653 Shares 3,981 Est. Cost $165.08 Unrealized +4.3%
BLACKROCK INC 0.1%
Value ($000) $639 Shares 1,161 Est. Cost $740.89 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $638 Shares 4,297 Est. Cost $124.49 Unrealized +14.8%
BIDU BAIDU INC 0.1%
Value ($000) $627 Shares 5,333 Est. Cost $145.63 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $594 Shares 9,558 Est. Cost $74.67 Unrealized
JD JD.COM INC 0.1%
Value ($000) $584 Shares 11,616 Est. Cost $52.22 Unrealized
VOYA INFRASTRUCTURE INDLS & 0.1%
Value ($000) $583 Shares 65,919 Est. Cost $9.03 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $579 Shares 38,630 Est. Cost $15.69 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $570 Shares 4,620 Est. Cost $103.97 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $560 Shares 2,672 Est. Cost $194.26 Unrealized +14.7%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $547 Shares 11,342 Est. Cost $49.21 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $540 Shares 7,601 Est. Cost $50.24 Unrealized +24.0%
IWD ISHARES TR 0.1%
Value ($000) $539 Shares 3,961 Est. Cost $123.11 Unrealized
EATON VANCE TAX ADVT DIV INC 0.1%
Value ($000) $535 Shares 24,589 Est. Cost $19.24 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $522 Shares 3,164 Est. Cost $192.51 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $518 Shares 1,601 Est. Cost $171.74 Unrealized +79.4%
NKE NIKE INC 0.1%
Value ($000) $502 Shares 6,036 Est. Cost $111.29 Unrealized -8.7%
SPPP SPROTT PHYSICAL PLAT PALLAD 0.1%
Value ($000) $501 Shares 35,000 Est. Cost $13.94 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $489 Shares 10,170 Est. Cost $50.40 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $460 Shares 10,575 Est. Cost $39.92 Unrealized +0.7%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $433 Shares 917 Est. Cost $408.47 Unrealized +21.9%
FDX FEDEX CORP 0.1%
Value ($000) $424 Shares 2,858 Est. Cost $143.50 Unrealized +36.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $422 Shares 2,526 Est. Cost $139.12 Unrealized +16.6%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $411 Shares 2,400 Est. Cost $89.38 Unrealized +92.3%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $394 Shares 10,807 Est. Cost $40.85 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $383 Shares 5,237 Est. Cost $62.25 Unrealized +24.7%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $380 Shares 8,240 Est. Cost $52.04 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $338 Shares 3,300 Est. Cost $135.45 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $326 Shares 1,611 Est. Cost $255.22 Unrealized -20.5%
CBRE GBL REAL ESTATE INC FD 0.1%
Value ($000) $317 Shares 54,884 Est. Cost $5.98 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $315 Shares 3,616 Est. Cost $111.93 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $310 Shares 4,410 Est. Cost $71.82 Unrealized +0.9%
NUVEEN PFD & INCOME OPPORTUN 0.1%
Value ($000) $300 Shares 43,136 Est. Cost $8.23 Unrealized
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $297 Shares 7,883 Est. Cost $45.62 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $294 Shares 3,635 Est. Cost $96.78 Unrealized -16.5%
DOW DOW INC 0.1%
Value ($000) $290 Shares 6,591 Est. Cost $48.26 Unrealized -14.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $288 Shares 745 Est. Cost $328.13 Unrealized +16.0%
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $284 Shares 15,008 Est. Cost $22.17 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $281 Shares 12,075 Est. Cost $22.03 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $277 Shares 7,928 Est. Cost $46.61 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $274 Shares 1,248 Est. Cost $268.71 Unrealized
FNB F N B CORP 0.1%
Value ($000) $274 Shares 23,662 Est. Cost $6.04 Unrealized +74.3%
SO SOUTHERN CO 0.1%
Value ($000) $268 Shares 3,947 Est. Cost $54.69 Unrealized +22.4%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $251 Shares 5,284 Est. Cost $31.24 Unrealized +55.7%
TRMB TRIMBLE INC 0.1%
Value ($000) $248 Shares 4,577 Est. Cost $87.82 Unrealized -28.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $245 Shares 2,736 Est. Cost $90.74 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $242 Shares 1,289 Est. Cost $196.67 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $237 Shares 4,503 Est. Cost $69.74 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $233 Shares 496 Est. Cost $387.65 Unrealized +16.3%
CSX CSX CORP 0.1%
Value ($000) $231 Shares 8,689 Est. Cost $29.71 Unrealized -0.4%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $230 Shares 140 Est. Cost $2206.84 Unrealized -16.3%
UNP UNION PAC CORP 0.1%
Value ($000) $227 Shares 1,166 Est. Cost $196.28 Unrealized +4.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $224 Shares 441 Est. Cost $542.52 Unrealized +2.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $222 Shares 1,033 Est. Cost $266.85 Unrealized -17.6%
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $217 Shares 56,692 Est. Cost $4.66 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $216 Shares 1,330 Est. Cost $162.41 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $215 Shares 2,707 Est. Cost $79.42 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $214 Shares 2,000 Est. Cost $102.52 Unrealized +16.2%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $212 Shares 1,180 Est. Cost $179.66 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $208 Shares 1,216 Est. Cost $145.69 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $208 Shares 63,152 Est. Cost $3.43 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $206 Shares 1,012 Est. Cost $196.18 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $205 Shares 1,000 Est. Cost $205.27 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $202 Shares 784 Est. Cost $272.12 Unrealized +0.9%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $202 Shares 16,179 Est. Cost $12.42 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $188 Shares 15,863 Est. Cost $18.79 Unrealized
TEKLA LIFE SCIENCES INVS 0.0%
Value ($000) $181 Shares 13,223 Est. Cost $17.92 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $179 Shares 10,891 Est. Cost $18.00 Unrealized
TEKLA WORLD HEALTHCARE FD 0.0%
Value ($000) $174 Shares 13,540 Est. Cost $16.47 Unrealized
ANGEL OAK FINL STRATEGIES IN 0.0%
Value ($000) $142 Shares 10,630 Est. Cost $15.80 Unrealized
BLACKROCK RES & COMMODITIES 0.0%
Value ($000) $115 Shares 13,200 Est. Cost $6.14 Unrealized
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $96 Shares 10,480 Est. Cost $11.93 Unrealized
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $92 Shares 27,105 Est. Cost $4.57 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $85 Shares 10,525 Est. Cost $7.32 Unrealized