Goal Vest Advisory LLC Adams Diversified Equity Fund, Inc. Transaction History
Goal Vest Advisory LLC
- $453 Million
- Q3 2025
A detailed history of Goal Vest Advisory LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Goal Vest Advisory LLC holds 9,392 shares of ADX stock, worth $216,203. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,392
Previous 9,119
2.99%
Holding current value
$216,203
Previous $197,000
6.09%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding ADX
# of Institutions
218Shares Held
27.2MCall Options Held
0Put Options Held
0-
Lazard Asset Management LLC New York, NY3.55MShares$81.7 Million0.12% of portfolio
-
Saba Capital Management, L.P. New York, NY2.87MShares$66.1 Million1.59% of portfolio
-
Morgan Stanley New York, NY2.57MShares$59.2 Million0.0% of portfolio
-
Cohen & Steers, Inc. New York, NY1.24MShares$28.7 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.23MShares$28.3 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 $2.71B
- 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...