Concord Wealth Partners Liberty All Star Equity Fund Transaction History
Concord Wealth Partners
- $599 Million
- Q1 2025
A detailed history of Concord Wealth Partners transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Concord Wealth Partners holds 275 shares of USA stock, worth $1,839. This represents 0.0% of its overall portfolio holdings.
Number of Shares
275Holding current value
$1,839% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding USA
# of Institutions
219Shares Held
35.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.37MShares$29.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.28MShares$22 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.04MShares$20.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.9MShares$12.7 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$11.3 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...