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Legacy Wealth Planning, LLC

SEC CIK
0001802490
Latest filing
Nov 10, 2022

USA holding history

Liberty All Star Equity Fund in every 13F filed by Legacy Wealth Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USA overviewAll 13F holders of USAFull Q3 2022 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2021
Holdings of USA by Legacy Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−10,637−100.0%Sold outHolders
Q4 202110,637$89.0K0.1%+10,637NewHolders