Fmb Wealth Management Liberty All Star Equity Fund Transaction History
Fmb Wealth Management
- $142 Million
- Q1 2025
A detailed history of Fmb Wealth Management transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Fmb Wealth Management holds 11,719 shares of USA stock, worth $74,064. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,719Holding current value
$74,064% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding USA
# of Institutions
215Shares Held
33.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.65MShares$23.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.22MShares$20.3 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.49MShares$15.7 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.69MShares$10.7 Million1.38% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$10.6 Million0.01% 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...