Concurrent Investment Advisors »

Liberty All-Star Equity Fund shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity Fund held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Liberty All-Star Equity Fund by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $345k 48k 7.15
2023-12-31 $199k 31k 6.38

More positions owned by Concurrent Investment Advisors

Alphabet Cap Stk Cl A Call Option (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Morgan Stanley
Penserra Capital Management
Royal Bank of Canada
Bensler
Ameriprise Financial
Advisor Group Holdings
Janney Montgomery Scott
Cornerstone Advisors
Guggenheim Capital, LLC Managers
Advisors Asset Management
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Raymond James & Associates
Raymond James Financial Services Advisors

View all funds holding Liberty All-Star Equity Fund