Xcel Wealth Management, LLC Liberty All Star Equity Fund Transaction History
Xcel Wealth Management, LLC
- $338 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding USA
# of Institutions
199Shares Held
30.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.37MShares$23.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.99MShares$21.1 Million0.0% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.88MShares$13.2 Million0.16% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$11.8 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.62MShares$11.4 Million1.45% 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...