Transform Wealth, LLC Adams Diversified Equity Fund, Inc. Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Transform Wealth, LLC holds 21,577 shares of ADX stock, worth $499,939. This represents 0.03% of its overall portfolio holdings.
Number of Shares
21,577
Previous 21,577
-0.0%
Holding current value
$499,939
Previous $435,000
5.98%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding ADX
# of Institutions
222Shares Held
25.5MCall 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...