Connecticut Wealth Management, LLC Liberty All Star Equity Fund Transaction History

Connecticut Wealth Management, LLC

  • $1.93 Billion
  • Q2 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 29, 2021
SELL
$7.59 - $9.2 $206,326 - $250,092
-27,184 Closed
0 $0
Q1 2021

May 12, 2021
BUY
$6.72 - $7.63 $182,676 - $207,413
27,184 New
27,184 $207,000
Q1 2021

Apr 29, 2021
SELL
$6.72 - $7.63 $173,322 - $196,792
-25,792 Closed
0 $0
Q4 2020

Jan 29, 2021
SELL
$5.8 - $6.9 $24,980 - $29,718
-4,307 Reduced 14.31%
25,792 $178,000
Q3 2020

Oct 13, 2020
BUY
$5.75 - $6.29 $173,069 - $189,322
30,099 New
30,099 $181,000

Others Institutions Holding USA

# of Institutions
199
Shares Held
29.8M
Call Options Held
0
Put Options Held
0
View Full List

About LIBERTY ALL STAR EQUITY FUND

USA Quotes by TradingView
  • 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...
More about USA
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