Mindset Wealth Management, LLC Liberty All Star Equity Fund Transaction History
Mindset Wealth Management, LLC
- $367 Billion
- Q3 2025
A detailed history of Mindset Wealth Management, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Mindset Wealth Management, LLC holds 237,458 shares of USA stock, worth $1.44 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
237,458
Previous 235,904
0.66%
Holding current value
$1.44 Million
Previous $1.61 Billion
6.29%
% of portfolio
0.41%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding USA
# of Institutions
241Shares Held
45.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.65MShares$28.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.1MShares$24.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.41MShares$20.7 Million0.0% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL2.02MShares$12.3 Million1.13% of portfolio
-
Royal Bank Of Canada Toronto, A62.02MShares$12.2 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...