Cherry Tree Wealth Management, LLC Adams Diversified Equity Fund, Inc. Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 252 shares of ADX stock, worth $5,838. This represents 0.0% of its overall portfolio holdings.
Number of Shares
252
Previous 252
-0.0%
Holding current value
$5,838
Previous $4.79 Million
14.31%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ADX
# of Institutions
221Shares Held
25.3MCall Options Held
0Put Options Held
0-
Lazard Asset Management LLC New York, NY3.51MShares$81.4 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.36MShares$54.8 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY1.34MShares$31 Million0.9% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.31MShares$30.3 Million0.01% of portfolio
-
Cohen & Steers, Inc. New York, NY1.14MShares$26.5 Million0.05% 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 $2.73B
- 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...