LIBERTY ALL STAR EQUITY FD

CUSIP: 530158104 Class: SH BEN INT

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 88,551 Value ($000) $556 Avg Close — Range —
Q3 2025
Shares 88,961 Value ($000) $564 Avg Close — Range —
Q2 2025
Shares 87,533 Value ($000) $596 Avg Close — Range —
Q1 2025
Shares 78,696 Value ($000) $515 Avg Close — Range —
Q4 2024
Shares 78,830 Value ($000) $548 Avg Close — Range —
Q3 2024
Shares 71,330 Value ($000) $506 Avg Close — Range —
Q2 2024
Shares 70,014 Value ($000) $476 Avg Close — Range —
Q1 2024
Shares 69,890 Value ($000) $500 Avg Close — Range —
Q4 2023
Shares 69,086 Value ($000) $441 Avg Close — Range —
Q3 2023
Shares 79,087 Value ($000) $468 Avg Close — Range —
Q2 2023
Shares 80,210 Value ($000) $519 Avg Close — Range —
Q1 2023
Shares 79,701 Value ($000) $494 Avg Close — Range —
Q4 2022
Shares 81,992 Value ($000) $467 Avg Close — Range —
Q3 2022
Shares 77,620 Value ($000) $429 Avg Close — Range —
Q2 2022
Shares 80,920 Value ($000) $508 Avg Close — Range —
Q1 2022
Shares 77,780 Value ($000) $628 Avg Close — Range —
Q4 2021
Shares 78,310 Value ($000) $656 Avg Close — Range —
Q3 2021
Shares 79,442 Value ($000) $683 Avg Close — Range —
Q2 2021
Shares 82,699 Value ($000) $748 Avg Close — Range —
Q1 2021
Shares 81,001 Value ($000) $618 Avg Close — Range —
Q4 2020
Shares 80,987 Value ($000) $559 Avg Close — Range —
Q3 2020
Shares 74,734 Value ($000) $449 Avg Close — Range —
Q2 2020
Shares 74,570 Value ($000) $427 Avg Close — Range —
Q1 2020
Shares 73,117 Value ($000) $354 Avg Close — Range —
Q4 2019
Shares 83,307 Value ($000) $564 Avg Close — Range —
Q3 2019
Shares 81,217 Value ($000) $520 Avg Close — Range —
Q2 2019
Shares 74,339 Value ($000) $477 Avg Close — Range —
Q1 2019
Shares 74,339 Value ($000) $454 Avg Close — Range —
Q3 2018
Shares 78,297 Value ($000) $532 Avg Close — Range —
Q2 2018
Shares 78,415 Value ($000) $504 Avg Close — Range —
Q1 2018
Shares 79,774 Value ($000) $498 Avg Close — Range —
Q4 2017
Shares 77,789 Value ($000) $490 Avg Close — Range —
Q3 2017
Shares 74,392 Value ($000) $449 Avg Close — Range —
Q2 2017
Shares 73,155 Value ($000) $413 Avg Close — Range —