CBIZ Investment Advisory Services »

Liberty All-Star Equity Fund shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Liberty All-Star Equity Fund by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5k 1.2k 7.15

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
TransDigm Group Incorporated (TDG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)

View all positions for CBIZ Investment Advisory Services

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Morgan Stanley
Penserra Capital Management
Royal Bank of Canada
Bensler
Ameriprise Financial
Advisor Group Holdings
Janney Montgomery Scott
Cornerstone Advisors
Guggenheim Capital, LLC Managers
Advisors Asset Management
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Raymond James & Associates
Raymond James Financial Services Advisors

View all funds holding Liberty All-Star Equity Fund