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Liberty All-Star Growth Fund shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Liberty All-Star Growth Fund (ASG) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Liberty All-Star Growth Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Growth Fund held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Growth Fund by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $128k 23k 5.61
2024-06-30 $122k 23k 5.34
2024-03-31 $57k 10k 5.49

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Liberty All-Star Growth Fund

Karpus Investment Management
Cornerstone Advisors
Shaker Financial Services
LPL Financial
Penserra Capital Management
Mercer Global Advisors
Wells Fargo & Company
1607 Capital Partners
Wolverine Asset Management
City of London Investment Management Company
Morgan Stanley
Landscape Capital Management
Wealth Enhancement Advisory Services
Pensionmark Financial Group
Pnc Financial Services

View all funds holding Liberty All-Star Growth Fund