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Adams Express Company shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Adams Express Company (ADX) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Adams Express Company

Tip: Access up to 7 years of quarterly data

All positions including Adams Express Company held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Adams Express Company by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $7.1k 456 15.54
2022-12-31 $6.6k 456 14.53
2022-09-30 $7.0k 456 15.35
2022-06-30 $7.0k 456 15.35
2022-03-31 $8.0k 456 17.54
2021-12-31 $9.0k 456 19.74
2021-09-30 $9.0k 456 19.74
2021-06-30 $9.0k 456 19.74
2021-03-31 $8.0k 456 17.54
2020-12-31 $8.0k 456 17.54

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Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Adams Express Company

Saba Capital Management
Lazard Asset Management
Morgan Stanley
1607 Capital Partners
Allspring Global Investments Holdings
Blue Bell Private Wealth Management
Cohen & Steers Capital Management
potrero capital research
Pathstone Holdings
Cornerstone Advisors
Raymond James Financial Services Advisors
Bensler
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation

View all funds holding Adams Express Company