Kestra Private Wealth Services, LLC Liberty All Star Equity Fund Transaction History
Kestra Private Wealth Services, LLC
- $4.36 Billion
- Q1 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 169,364 shares of USA stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
169,364
Previous 165,818
2.14%
Holding current value
$1.15 Million
Previous $1.06 Million
14.47%
% of portfolio
0.03%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding USA
# of Institutions
189Shares Held
29MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.19MShares$21.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.15MShares$21.4 Million0.0% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.84MShares$12.5 Million0.16% of portfolio
-
Royal Bank Of Canada Toronto, A61.69MShares$11.5 Million0.0% of portfolio
-
Bensler, LLC Bellevue, WA1.56MShares$10.6 Million1.62% 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...