Live Oak Private Wealth LLC DLTR Holdings History

Number of Shares

170,040.00

$12.76 Mil

% of Portfolio

2.07%

Total Estimate Gain

$1.72 Mil

% of Total Estimate Gain

6.00%

Live Oak Private Wealth LLC's Dollar Tree Inc Holding Summary

As of 2025-03-31, Live Oak Private Wealth LLC held 170,040.00 shares of Dollar Tree Inc(DLTR), totaling $12.76 Mil. This investment constitutes 2.07% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0.08% of the outstanding Dollar Tree Inc(DLTR) stock.

The initial trade took place in 2019Q4. And since then Live Oak Private Wealth LLC has made 17 purchases of DLTR, at an average price of $100.35, for a total of 286,217.00 shares. In addition, there have been 4 sales at an average price of $100.88 for 116,177.00 shares. Based on historical transaction data and DLTR's current price of $110.12, Live Oak Private Wealth LLC's estimated gain on his DLTR holdings is $1.72 Mil, reflecting a 6.00% gain to date.

Live Oak Private Wealth LLC DLTR ($110.12) Holding Chart

Live Oak Private Wealth LLC DLTR ($110.12) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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