A detailed history of Ethos Financial Group, LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Ethos Financial Group, LLC holds 9,353 shares of ADX stock, worth $210,255. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,353
Previous 9,499 1.54%
Holding current value
$210,255
Previous $204,000 1.47%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$19.94 - $22.45 $2,911 - $3,277
-146 Reduced 1.54%
9,353 $201,000
Q2 2024

Aug 12, 2024

BUY
$18.39 - $21.58 $174,686 - $204,988
9,499 New
9,499 $204,000

Others Institutions Holding ADX

About ADAMS DIVERSIFIED EQUITY FUND, INC.


  • Ticker ADX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 117,840,000
  • Market Cap $2.65B
  • 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...
More about ADX
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