Spire Wealth Management - ADAMS DIVERSIFIED EQUITY FD ownership

ADAMS DIVERSIFIED EQUITY FD's ticker is ADX and the CUSIP is 006212104. A total of 135 filers reported holding ADAMS DIVERSIFIED EQUITY FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ADAMS DIVERSIFIED EQUITY FD
ValueSharesWeighting
Q1 2022$154,000
-11.5%
8,330
-6.9%
0.00%0.0%
Q4 2021$174,000
-62.3%
8,948
-61.7%
0.00%
-66.7%
Q3 2021$462,000
+0.2%
23,3400.0%0.01%0.0%
Q2 2021$461,000
+6.2%
23,340
-1.8%
0.01%0.0%
Q1 2021$434,00023,7790.01%
Other shareholders
ADAMS DIVERSIFIED EQUITY FD shareholders Q3 2021
NameSharesValueWeighting ↓
INTREPID FAMILY OFFICE LLC 245,000$4,076,8006.53%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,196,879$19,916,0655.36%
Atlas Wealth LLC 1,373,433$22,853,9254.27%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 330,673$5,502,3902.86%
Saba Capital Management, L.P. 6,768,620$112,629,8372.70%
1607 Capital Partners, LLC 2,109,282$35,098,4522.63%
Waterfront Wealth Inc. 397,199$6,498,1752.13%
Bulldog Investors, LLP 275,858$4,590,2771.59%
FCA CORP /TX 219,997$3,660,7511.36%
Uncommon Cents Investing LLC 197,974$3,294,2901.21%
View complete list of ADAMS DIVERSIFIED EQUITY FD shareholders