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Adams Diversified Equity Fund
25.96
USD
-0.08
0.31%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
-0.31%
5 days
-0.04%
1 month
3.18%
3 months
2.24%
6 months
11.61%
Year to date
11.66%
1 year
18.65%
5 years
24.69%
10 years
96.52%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 151 |
SWM
151
SeaCrest Wealth Management
Purchase,
New York
| – | -$30K | -1,947 | Closed |
|
| 152 |
GLLW
152
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| – | -$23K | -1,522 | Closed |
|
| 153 |
SFG
153
Steward Financial Group
Colleyville,
Texas
| – | -$20K | -1,350 | Closed |
|
| 154 |
WOSD
154
WFA of San Diego
San Diego,
California
| – | -$19K | -1,255 | Closed |
|
| 155 |
FCB
155
First Command Bank
Fort Worth,
Texas
| – | -$13K | -849 | Closed |
|
| 156 |
FCFS
156
First Command Financial Services
Fort Worth,
Texas
| – | -$13K | -849 | Closed |
|
| 157 |
GWM
157
Geneos Wealth Management
Englewood,
Colorado
| – | -$12K | -800 | Closed |
|
| 158 |
TCWM
158
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$11K | -715 | Closed |
|
| 159 |
S
159
SignatureFD
Atlanta,
Georgia
| – | -$7K | -482 | Closed |
|
| 160 |
RDIA
160
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| – | -$4K | -288 | Closed |
|
| 161 |
CA
161
Cetera Advisors
Denver,
Colorado
| – | +$182K | +11,310 | New |
|