Heritage Wealth Management, Inc. Liberty All Star Equity Fund Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
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 83,793 shares of USA stock, worth $590,740. This represents 0.19% of its overall portfolio holdings.
Number of Shares
83,793
Previous 84,461
0.79%
Holding current value
$590,740
Previous $600 Million
2.89%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding USA
# of Institutions
202Shares Held
32.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.65MShares$25.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.04MShares$21.5 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.49MShares$17.6 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$11.9 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...