Integrated Wealth Concepts »

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

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

Historical chart of Integrated Wealth Concepts investment in Liberty All-Star Growth Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Growth Fund held by Integrated Wealth Concepts 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 Growth Fund by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $57k 10k 5.49

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Liberty All-Star Growth Fund

Karpus Investment Management
Cornerstone Advisors
Shaker Financial Services
LPL Financial
Wells Fargo & Company
Wolverine Asset Management
Landscape Capital Management
1607 Capital Partners
Flow State Investments
Morgan Stanley
Wealth Enhancement Advisory Services
Quantum Private Wealth
UBS Group
Advisor Group Holdings
National Asset Management

View all funds holding Liberty All-Star Growth Fund