Prevail Innovative Wealth Advisors, LLC Adams Diversified Equity Fund, Inc. Transaction History
Prevail Innovative Wealth Advisors, LLC
- $515 Billion
- Q3 2025
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 78,554 shares of ADX stock, worth $1.82 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
78,554
Previous 25,382
209.49%
Holding current value
$1.82 Million
Previous $551 Million
217.9%
% of portfolio
0.34%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding ADX
# of Institutions
221Shares Held
25.4MCall 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...