Wealth Trust Asset Management, LLC Liberty All Star Equity Fund Transaction History
Wealth Trust Asset Management, LLC
- $139 Million
- Q3 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 86,142 shares of USA stock, worth $522,881. This represents 0.39% of its overall portfolio holdings.
Number of Shares
86,142
Previous 78,689
9.47%
Holding current value
$522,881
Previous $535,000
2.06%
% of portfolio
0.39%
Previous 0.41%
Shares
18 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...