Destiny Wealth Partners, LLC Liberty All Star Equity Fund Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	BUY	$5.52 - $7.01 $55,199 - $70,100	10,000 New	10,000 $55,000
Q1 2021 Apr 22, 2021	SELL	$6.72 - $7.63 $6,061 - $6,882	-902 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$5.8 - $6.9 $5,231 - $6,223	902 New	902 $6,000

Others Institutions Holding USA

# of Institutions

193

Shares Held

29.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.54M
Shares

$25.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.04M
Shares

$21.7 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

1.68M
Shares

$12 Million
0.01% of portfolio
Bensler, LLC Bellevue, WA

1.62M
Shares

$11.5 Million
1.45% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.49M
Shares

$10.6 Million
0.0% 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...

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