LOIP
FIVA icon

Live Oak Investment Partners’s Fidelity International Value Factor ETF FIVA Stock Holding History

Live Oak Investment Partners’s Portfolio FIVA Stock Details FIVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Hold
0
– – – 238
2024
Q3 		– Hold
0
– – – 230
2024
Q2 		– Hold
0
– – – 228
2023
Q4 		– Hold
0
– – – 234
2023
Q3 		– Hold
0
– – – 232
2023
Q2 		– Hold
0
– – – 231
2023
Q1 		– Hold
0
– – – 217
2022
Q4 		– Hold
0
– – – 218

Other funds holding FIVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
OFG
OmniStar Financial Group Wilmington, North Carolina $217M AUM 22.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return