Legacy Wealth Planning, LLC Liberty All Star Equity Fund Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
Shares
2 transactions
Others Institutions Holding USA
# of Institutions
189Shares Held
29MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.19MShares$21.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.15MShares$21.7 Million0.0% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.84MShares$12.6 Million0.16% of portfolio
-
Royal Bank Of Canada Toronto, A61.69MShares$11.6 Million0.0% of portfolio
-
Bensler, LLC Bellevue, WA1.56MShares$10.7 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...