Historical shareholding details of
Waterfront Wealth Inc.
holdings in Adams Diversified Equity Fund (ADX)
Monthly changes of
Waterfront Wealth Inc.
shareholding in Adams Diversified Equity Fund
over the previous
months
Month
|
Name |
Total no. shares held |
Percent Holding |
Jun 30, 2025
|
Waterfront Wealth Inc.
|
440,707
|
0.37%
|
|
Mar 31, 2025
|
Waterfront Wealth Inc.
|
413,998
|
0.35%
|
|
Dec 31, 2024
|
Waterfront Wealth Inc.
|
394,480
|
0.34%
|
|
Sep 30, 2024
|
Waterfront Wealth Inc.
|
381,319
|
0.34%
|
|
Jun 30, 2024
|
Waterfront Wealth Inc.
|
386,572
|
0.35%
|
|
Mar 31, 2024
|
Waterfront Wealth Inc.
|
380,150
|
0.31%
|
|
Dec 31, 2023
|
Waterfront Wealth Inc.
|
399,216
|
0.32%
|
|
Sep 30, 2023
|
Waterfront Wealth Inc.
|
397,199
|
0.34%
|
|
Jun 30, 2023
|
Waterfront Wealth Inc.
|
407,089
|
0.35%
|
|
Mar 31, 2023
|
Waterfront Wealth Inc.
|
345,783
|
0.29%
|
View all ownership details of Adams Diversified Equity Fund