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Adams Express Company shares owned by Prevail Innovative Wealth Advisors

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

Historical chart of Prevail Innovative Wealth Advisors investment in Adams Express Company

Tip: Access up to 7 years of quarterly data

All positions including Adams Express Company held by Prevail Innovative 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 Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 196k 19.52
2023-09-30 $5.5M 331k 16.64
2023-06-30 $4.5M 266k 16.81

More positions owned by Prevail Innovative Wealth Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Russell 2000 (RYLD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
American Centy Etf Tr Avantis Us Small (AVSC)
Energy Transfer Com Ut Ltd Ptn (ET)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Goldman Sachs (GS)
MPLX Com Unit Rep Ltd (MPLX)
Civitas Resources Com New (CIVI)
Adams Express Company (ADX)
Newmont Mining Corporation (NEM)
Alliance Resource Partners L Ut Ltd Part (ARLP)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Prevail Innovative 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