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Liberty All-Star Equity Fund shares owned by Fmb Wealth Management

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

Historical chart of Fmb 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 Fmb Wealth Management 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 Fmb Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $74k 12k 6.34
2025-06-30 $80k 12k 6.81
2025-03-31 $77k 12k 6.55

More positions owned by Fmb Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Dimensional Us (DXUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Dimensional Intl (DXIV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis All Eqt (AVGE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)

View all positions for Fmb Wealth Management

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Raymond James Financial
Morgan Stanley
Rivernorth Capital Management
Royal Bank of Canada
Ameriprise Financial
Janney Montgomery Scott
Shaker Financial Services
Cornerstone Advisors
Penserra Capital Management
Readystate Asset Management
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Polar Securities

View all funds holding Liberty All-Star Equity Fund