Wealth Enhancement Advisory Services, LLC Liberty All Star Equity Fund Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 507,575 shares of USA stock, worth $3.37 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
507,575
Previous 593,341
14.45%
Holding current value
$3.37 Million
Previous $3.89 Million
11.07%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding USA
# of Institutions
221Shares Held
35.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.37MShares$29 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.28MShares$21.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.04MShares$20.2 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.9MShares$12.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$11.2 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...