Live Oak Private Wealth LLC FI Holdings History
Live Oak Private Wealth LLC's Fiserv Inc Holding Summary
As of 2025-03-31, Live Oak Private Wealth LLC held 39,364.00 shares of Fiserv Inc(FI), totaling $8.69 Mil. This investment constitutes 1.41% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0.01% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2021Q1. And since then Live Oak Private Wealth LLC has made 10 purchases of FI, at an average price of $113.02, for a total of 68,868.00 shares. In addition, there have been 7 sales at an average price of $188.97 for 29,504.00 shares. Based on historical transaction data and FI's current price of $165.74, Live Oak Private Wealth LLC's estimated gain on his FI holdings is $4.32 Mil, reflecting a 55.46% gain to date.
Live Oak Private Wealth LLC FI ($165.74) Holding Chart
Live Oak Private Wealth LLC FI ($165.74) 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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