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Adams Express Company shares owned by Arq Wealth Advisors

Quarter-by-quarter ownership of Adams Express Company (ADX) shares owned by Arq Wealth Advisors from 13F filings

Historical chart of Arq Wealth Advisors investment in Adams Express Company

Tip: Access up to 7 years of quarterly data

All positions including Adams Express Company held by Arq Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Adams Express Company by Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 60k 17.71
2023-09-30 $868k 52k 16.64

More positions owned by Arq Wealth Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Arq Wealth Advisors

Top funds holding Adams Express Company

Saba Capital Management
Lazard Asset Management
Allspring Global Investments Holdings
Blue Bell Private Wealth Management
Cornerstone Advisors
potrero capital research
Pathstone Holdings
Raymond James Financial Services Advisors
Bensler
Raymond James & Associates
Wealth Enhancement Advisory Services
Bank of America Corporation
Waterfront Wealth
Royal Bank of Canada
Priebe Wealth Holdings

View all funds holding Adams Express Company