A detailed history of First United Bank & Trust transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, First United Bank & Trust holds 627 shares of USA stock, worth $4,263. This represents 0.0% of its overall portfolio holdings.

Number of Shares
627
Previous 613 2.28%
Holding current value
$4,263
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$6.28 - $7.15 $87 - $100
14 Added 2.28%
627 $4,000
Q4 2023

Feb 07, 2024

BUY
$5.64 - $6.44 $3,457 - $3,947
613 New
613 $3,000

Others Institutions Holding USA

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...
More about USA
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