Liberty All-Star Equity Fund shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management 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 Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Liberty All-Star Equity Fund by Venturi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $7.7k | 1.1k | 7.15 |
2023-12-31 | $6.5k | 1.0k | 6.38 |
2023-09-30 | $6.1k | 1.0k | 5.92 |
2023-06-30 | $6.5k | 1.0k | 6.47 |