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Liberty All-Star Equity Fund shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2024-12-31 $70k 10k 6.95
2019-12-31 $244k 36k 6.76

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ameris Ban (ABCB)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Tesla Motors (TSLA)
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Home Depot (HD)

View all positions for Independent Advisor Alliance

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