A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Adams Natural Resources Fund, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 69,248 shares of PEO stock, worth $1.54 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
69,248
Previous 74,265 6.76%
Holding current value
$1.54 Million
Previous $1.75 Million 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$21.96 - $24.4 $110,173 - $122,414
-5,017 Reduced 6.76%
69,248 $1.61 Million
Q2 2024

Jul 16, 2024

BUY
$22.7 - $24.06 $6,832 - $7,242
301 Added 0.41%
74,265 $1.75 Million
Q1 2024

Apr 15, 2024

SELL
$19.94 - $23.06 $67,875 - $78,496
-3,404 Reduced 4.4%
73,964 $1.71 Million
Q4 2023

Jan 30, 2024

BUY
$19.79 - $22.82 $59,844 - $69,007
3,024 Added 4.07%
77,368 $1.6 Million
Q3 2023

Nov 13, 2023

BUY
$20.33 - $23.58 $1.51 Million - $1.75 Million
74,344 New
74,344 $1.72 Million

Others Institutions Holding PEO

About ADAMS NATURAL RESOURCES FUND, INC.


  • Ticker PEO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 24,485,300
  • Market Cap $544M
  • Description
  • Adams Natural Resources Fund, Inc. is a publicly owned investment manager. The firm invests in the public equity markets across the globe. It invests in stocks of companies of all market capitalizations operating in the energy and natural resources sector including oil companies, exploration and production, utilities, services, and basic materia...
More about PEO
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