Ever Source Wealth Advisors, LLC Liberty All Star Equity Fund Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 10,000 shares of USA stock, worth $69,300. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,000
Previous 9,000
11.11%
Holding current value
$69,300
Previous $64,000
7.81%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding USA
# of Institutions
214Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.65MShares$25.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.22MShares$22.3 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.49MShares$17.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$11.7 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.6MShares$11.1 Million1.32% 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...