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Liberty All-Star Equity Fund shares owned by High Net Worth Advisory Group

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by High Net Worth Advisory Group from 13F filings

Historical chart of High Net Worth Advisory Group 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 High Net Worth Advisory Group 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 High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $73k 10k 7.10
2024-06-30 $68k 10k 6.80
2024-03-31 $72k 10k 7.15

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NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
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Abbvie (ABBV)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Amazon (AMZN)
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View all positions for High Net Worth Advisory Group

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Morgan Stanley
Raymond James & Associates
Bensler
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
Pnc Financial Services

View all funds holding Liberty All-Star Equity Fund