LVZ, Inc. - LIBERTY ALL-STAR GROWTH FD I ownership

Quarter-by-quarter ownership
LVZ, Inc. ownership history of LIBERTY ALL-STAR GROWTH FD I
ValueSharesWeighting
Q3 2023$147,484
-8.7%
29,8550.0%0.02%
+4.3%
Q2 2023$161,516
+2.5%
29,8550.0%0.02%0.0%
Q1 2023$157,634
+7.1%
29,8550.0%0.02%0.0%
Q4 2022$147,185
+15.9%
29,855
+16.7%
0.02%
+4.5%
Q3 2022$127,00025,5800.02%
Other shareholders
LIBERTY ALL-STAR GROWTH FD I shareholders Q4 2023
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 685,069$3,494,0002.26%
Advisors Asset Management, Inc. 1,785,167$9,122,0000.13%
USCA RIA LLC 23,447$120,0000.04%
PALLADIUM PARTNERS LLC 30,000$153,0000.01%
WEDBUSH SECURITIES INC 15,129$77,0000.01%
WOLVERINE ASSET MANAGEMENT LLC 111,189$567,0000.01%
WealthTrust Fairport, LLC 14,711$75,0000.01%
RAYMOND JAMES TRUST N.A. 19,068$97,0000.01%
Thomas J. Herzfeld Advisors, Inc. 3,188$16,0000.01%
Concert Wealth Management Inc. 12,353$62,0000.01%
View complete list of LIBERTY ALL-STAR GROWTH FD I shareholders