Primoris Wealth Advisors, LLC Liberty All Star Equity Fund Transaction History
Primoris Wealth Advisors, LLC
- $148 Million
- Q3 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 13,497 shares of USA stock, worth $81,926. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,497
Previous 15,057
10.36%
Holding current value
$81,926
Previous $102,000
16.67%
% of portfolio
0.06%
Previous 0.08%
Shares
16 transactions
Others Institutions Holding USA
# of Institutions
243Shares 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...