Heritage Wealth Management, Inc. Liberty All Star Equity Fund Transaction History
Heritage Wealth Management, Inc.
- $341 Billion
- Q3 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 59,319 shares of USA stock, worth $360,066. This represents 0.11% of its overall portfolio holdings.
Number of Shares
59,319
Previous 59,319
-0.0%
Holding current value
$360,066
Previous $404 Million
6.9%
% of portfolio
0.11%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding USA
# of Institutions
246Shares Held
46.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.65MShares$28.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.1MShares$24.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.41MShares$20.7 Million0.0% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL2.02MShares$12.3 Million1.13% of portfolio
-
Royal Bank Of Canada Toronto, A62.02MShares$12.2 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...