Wr Wealth Planners, LLC Liberty All Star Equity Fund Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$6.28 - $7.15 $7,328 - $8,344	1,167 New	1,167 $8,000
Q2 2023 Aug 01, 2024	BUY	$5.86 - $6.47 $6,838 - $7,550	1,167 New	1,167 $7.55 Million
Q1 2023 Aug 01, 2024	BUY	$5.8 - $6.49 $6,768 - $7,573	1,167 New	1,167 $7.24 Million

Others Institutions Holding USA

# of Institutions

193

Shares Held

29.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.54M
Shares

$25.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.04M
Shares

$21.7 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

1.68M
Shares

$12 Million
0.01% of portfolio
Bensler, LLC Bellevue, WA

1.62M
Shares

$11.5 Million
1.45% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.49M
Shares

$10.6 Million
0.0% 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...

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