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

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

Historical chart of Integrated Wealth Concepts 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 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 Equity Fund by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $80k 11k 7.10
2024-06-30 $82k 12k 6.80
2024-03-31 $86k 12k 7.15
2023-09-30 $74k 13k 5.92
2023-06-30 $81k 13k 6.47
2023-03-31 $81k 13k 6.18