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Liberty All-Star Equity Fund shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $74k 10k 7.15

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Ishares Tr 0-3 Mnth Treasry (SGOV)
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View all positions for Strategic Financial Concepts

Top funds holding Liberty All-Star Equity Fund

Royal Bank of Canada
Bensler
Penserra Capital Management
Janney Montgomery Scott
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Advisors Asset Management
Shaker Financial Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Raymond James & Associates
Raymond James Financial Services Advisors
UBS Group
Pnc Financial Services
Commonwealth Equity Services

View all funds holding Liberty All-Star Equity Fund