DPW
LIVN icon

DiNuzzo Private Wealth’s LivaNova LIVN Stock Holding History

DiNuzzo Private Wealth’s Portfolio LIVN Stock Details LIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$494 Sell
6
-1
-14% -$71 ﹤0.01% 1106
2026
Q1 		$445 Buy
7
+1
+17% +$64 ﹤0.01% 1110
2025
Q4 		$370 Hold
6
– – ﹤0.01% 1159
2025
Q3 		$339 Sell
6
-3
-33% -$151 ﹤0.01% 1183
2025
Q2 		$406 Buy
9
+4
+80% +$165 ﹤0.01% 1124
2025
Q1 		$197 Sell
5
-2
-29% -$90 ﹤0.01% 1240
2024
Q4 		$325 Buy
7
+1
+17% +$51 ﹤0.01% 1195
2024
Q3 		$316 Sell
6
-2
-25% -$99 ﹤0.01% 1232
2024
Q2 		$439 Buy
8
+3
+60% +$171 ﹤0.01% 1076
2024
Q1 		$280 Sell
5
-1
-17% -$52 ﹤0.01% 1140
2023
Q4 		$311 Buy
+6
New +$290 ﹤0.01% 1120

Other funds holding LIVN

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return