Wealth Trust Asset Management, LLC Liberty All Star Equity Fund Transaction History
Wealth Trust Asset Management, LLC
- $133 Million
- Q1 2025
A detailed history of Wealth Trust Asset Management, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 96,741 shares of USA stock, worth $644,295. This represents 0.48% of its overall portfolio holdings.
Number of Shares
96,741
Previous 103,012
6.09%
Holding current value
$644,295
Previous $715,000
11.47%
% of portfolio
0.48%
Previous 0.52%
Shares
16 transactions
Others Institutions Holding USA
# of Institutions
218Shares Held
35.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.37MShares$29.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.28MShares$21.9 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.04MShares$20.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.9MShares$12.7 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...