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Liberty All-Star Equity Fund shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $64k 9.0k 7.10
2024-06-30 $61k 9.0k 6.81

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View all positions for EverSource Wealth Advisors

Top funds holding Liberty All-Star Equity Fund

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

View all funds holding Liberty All-Star Equity Fund