Live Oak Private Wealth LLC FCNCA Holdings History
Live Oak Private Wealth LLC's First Citizens BancShares Inc Holding Summary
As of 2025-03-31, Live Oak Private Wealth LLC held 1,603.00 shares of First Citizens BancShares Inc(FCNCA), totaling $2.97 Mil. This investment constitutes 0.48% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0.01% of the outstanding First Citizens BancShares Inc(FCNCA) stock.
The initial trade took place in 2024Q3. And since then Live Oak Private Wealth LLC has made 3 purchases of FCNCA, at an average price of $2,028.57, for a total of 1,603.00 shares. Based on historical transaction data and FCNCA's current price of $2123.59, Live Oak Private Wealth LLC's estimated gain on his FCNCA holdings is $152,314.56, reflecting a 4.68% gain to date.
Live Oak Private Wealth LLC FCNCA ($2123.59) Holding Chart
Live Oak Private Wealth LLC FCNCA ($2123.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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