Jeppson Wealth Management, LLC Adams Diversified Equity Fund, Inc. Call Options Transaction History
Jeppson Wealth Management, LLC
- $262 Million
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ADX
# of Institutions
179Shares Held
34.3MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY9.76MShares$214 Million3.54% of portfolio
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Lazard Asset Management LLC New York, NY4.4MShares$96.8 Million0.13% of portfolio
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Morgan Stanley New York, NY1.85MShares$40.8 Million0.0% of portfolio
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1607 Capital Partners, LLC Richmond, VA1.54MShares$33.9 Million2.97% of portfolio
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Atlas Wealth LLC Cincinnati, OH1.37MShares$30.2 Million4.63% 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 $2.59B
- 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...