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 ↓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,124,545$22,232,0006.49%
Matisse Capital 601,248$11,887,0003.76%
Quantedge Capital Pte Ltd 304,142$6,013,0002.87%
Shaker Financial Services, LLC 349,850$6,917,0002.56%
Waterfront Wealth Inc. 273,863$5,414,0002.56%
1607 Capital Partners, LLC 2,156,136$42,627,0002.05%
Cornerstone Advisors, LLC 1,415,876$27,992,0001.65%
Thomas J. Herzfeld Advisors, Inc. 176,651$3,492,0001.46%
Uncommon Cents Investing LLC 182,702$3,612,0001.44%
DUBUQUE BANK & TRUST CO 593,826$11,740,0001.30%
View complete list of ADAMS DIVERSIFIED EQUITY FD shareholders