Heritage Wealth Management, Inc. Liberty All Star Equity Fund Transaction History
Heritage Wealth Management, Inc.
- $360 Billion
- Q4 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 57,594 shares of USA stock, worth $349,595. This represents 0.1% of its overall portfolio holdings.
Number of Shares
57,594
Previous 59,319
2.91%
Holding current value
$349,595
Previous $376 Million
3.83%
% of portfolio
0.1%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding USA
# of Institutions
247Shares Held
48.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.65MShares$28.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.1MShares$24.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.41MShares$20.7 Million0.0% of portfolio
-
Absolute Investment Advisers LLC2.7MShares$16.4 Million1.95% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL2.02MShares$12.3 Million1.13% 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...