A detailed history of Strategic Wealth Advisors Group, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 53,289 shares of USA stock, worth $375,154. This represents 0.01% of its overall portfolio holdings.

Number of Shares
53,289
Previous 52,067 2.35%
Holding current value
$375,154
Previous $342,000 13.74%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

BUY
$5.52 - $7.01 $6,745 - $8,566
1,222 Added 2.35%
53,289 $295,000
Q2 2022

Aug 12, 2022

SELL
$5.89 - $8.16 $14,230 - $19,714
-2,416 Reduced 4.43%
52,067 $342,000
Q1 2022

May 10, 2022

BUY
$7.0 - $8.45 $381,381 - $460,381
54,483 New
54,483 $441,000
Q3 2021

Nov 17, 2021

SELL
$8.29 - $9.19 $116,466 - $129,110
-14,049 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$7.59 - $9.2 $106,631 - $129,250
14,049 New
14,049 $127,000

Others Institutions Holding USA

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...
More about USA
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