Uniting Wealth Partners, LLC Adams Diversified Equity Fund, Inc. Transaction History
Uniting Wealth Partners, LLC
- $200 Billion
- Q1 2025
A detailed history of Uniting Wealth Partners, LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Uniting Wealth Partners, LLC holds 20,386 shares of ADX stock, worth $425,863. This represents 0.19% of its overall portfolio holdings.
Number of Shares
20,386
Previous 18,996
7.32%
Holding current value
$425,863
Previous $384 Million
0.89%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding ADX
# of Institutions
202Shares Held
28.6MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY4.46MShares$93.2 Million2.36% of portfolio
-
Lazard Asset Management LLC New York, NY3.55MShares$74.2 Million0.12% of portfolio
-
Morgan Stanley New York, NY2.33MShares$48.8 Million0.0% of portfolio
-
Cohen & Steers, Inc. New York, NY1.22MShares$25.6 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.2MShares$25.1 Million0.01% of portfolio
About ADAMS DIVERSIFIED EQUITY FUND, INC.
- Ticker ADX
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 117,840,000
- Market Cap $2.46B
- Description
- Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quant...