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Liberty All-Star Equity Fund shares owned by Larson Financial Group

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Larson Financial Group from 13F filings

Historical chart of Larson Financial 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 Larson Financial 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 Larson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $106k 15k 7.10
2024-06-30 $29k 4.3k 6.80

More positions owned by Larson Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Larson Financial Group

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