Wealth Plan Investment Management, LLC Liberty All Star Equity Fund Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
BUY
$5.9 - $7.0 $62,569 - $74,235
10,605 New
10,605 $62,000
Q4 2022

Feb 15, 2023
SELL
$5.59 - $6.46 $31,069 - $35,904
-5,558 Reduced 34.39%
10,605 $60,000
Q3 2022

Dec 12, 2022
SELL
$5.52 - $7.01 $26,909 - $34,173
-4,875 Reduced 23.17%
16,163 $99,000
Q1 2022

Sep 07, 2022
BUY
$7.0 - $8.45 $147,266 - $177,771
21,038 New
21,038 $148,000

Others Institutions Holding USA

# of Institutions
193
Shares Held
29.9M
Call Options Held
0
Put Options Held
0
View Full List

About LIBERTY ALL STAR EQUITY FUND

USA Quotes by TradingView
  • 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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