Vantage Financial Partners (Wisconsin)’s Adams Natural Resources Fund PEO Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio PEO Stock Details PEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$217K	Buy
2025 Q2	$210K	Buy
2025 Q1	$219K	Buy
2024 Q4	$204K	Buy
2024 Q3	$208K	Buy
2024 Q2	$207K	Buy
2024 Q1	$201K	Buy