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
192Shares Held
29.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.54MShares$25.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.04MShares$22.2 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$12.3 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.62MShares$11.8 Million1.45% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.49MShares$10.8 Million0.0% 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...