Wealth Plan Partners, LLC Liberty All Star Equity Fund Transaction History

Wealth Plan Partners, LLC

  • $966 Billion
  • Q1 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 16, 2023
SELL
$5.59 - $6.46 $58,320 - $67,397
-10,433 Reduced 49.59%
10,605 $68.3 Million
Q1 2022

May 03, 2022
SELL
$7.0 - $8.45 $91,252 - $110,154
-13,036 Reduced 38.26%
21,038 $148,000
Q4 2021

Feb 01, 2022
BUY
$7.88 - $9.21 $268,503 - $313,821
34,074 New
34,074 $263,000

Others Institutions Holding USA

# of Institutions
189
Shares Held
29M
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
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email