Golden State Wealth Management, LLC Liberty All Star Equity Fund Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 13,507 shares of USA stock, worth $96,575. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,507
Previous 10,497
28.67%
Holding current value
$96,575
Previous $85,000
110340.0%
% of portfolio
0.01%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding USA
# of Institutions
201Shares Held
30MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.54MShares$25.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.04MShares$21.8 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$12 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.6MShares$11.4 Million1.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.49MShares$10.6 Million0.0% of portfolio
About LIBERTY ALL STAR EQUITY FUND
- Ticker USA
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It invests in the public equity ma...