Ep Wealth Advisors, LLC Liberty All Star Equity Fund Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 22,341 shares of USA stock, worth $156,610. This represents 0.0% of its overall portfolio holdings.
Number of Shares
22,341Holding current value
$156,610% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding USA
# of Institutions
213Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.65MShares$25.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.22MShares$22.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.49MShares$17.5 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$11.8 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.6MShares$11.2 Million1.32% 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...