Spire Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

Spire Wealth Management’s Portfolio USA Stock Details USA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-812	Closed	-$5.25K	–	2467
2023 Q2	$5.25K	Buy	+812	New	+$4.96K	﹤0.01%	1985
2022 Q3	–	Sell	-18,231	Closed	-$114K	–	2602
2022 Q2	$114K	Sell	18,231 -27,200	-60%	-$189K	﹤0.01%	989
2022 Q1	$367K	Buy	45,431 +10,200	+29%	+$78.5K	0.01%	659
2021 Q4	$295K	Sell	35,231 -1,019	-3%	-$8.61K	0.01%	912
2021 Q3	$312K	Hold	36,250	–	–	0.01%	739
2021 Q2	$328K	Hold	36,250	–	–	0.01%	739
2021 Q1	$147K	Buy	+36,250	New	+$265K	﹤0.01%	1204

Other funds holding USA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return