Modern Wealth Management, LLC Van Eck Merk Gold Trust Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Van Eck Merk Gold Trust stock. As of the latest transaction made, Modern Wealth Management, LLC holds 641,226 shares of OUNZ stock, worth $18.1 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
641,226
Previous 448,070 43.11%
Holding current value
$18.1 Million
Previous $11.4 Billion 58.16%
% of portfolio
0.63%
Previous 0.69%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$24.72 - $26.9 $4.77 Million - $5.2 Million
193,156 Added 43.11%
641,226 $18 Billion
Q3 2024

Nov 05, 2024
BUY
$22.51 - $25.83 $470,346 - $539,717
20,895 Added 4.89%
448,070 $11.4 Billion
Q2 2024

Aug 07, 2024
SELL
$21.7 - $23.46 $293,427 - $317,226
-13,522 Reduced 3.07%
427,175 $9.59 Billion
Q1 2024

May 13, 2024
BUY
$19.26 - $21.48 $1.28 Million - $1.43 Million
66,398 Added 17.74%
440,697 $10.1 Billion
Q4 2023

Feb 14, 2024
BUY
$17.61 - $20.1 $6.59 Million - $7.52 Million
374,299 New
374,299 $7.47 Billion

Others Institutions Holding OUNZ

# of Institutions
174
Shares Held
24.5M
Call Options Held
22.2K
Put Options Held
23.4K
View Full List

About VanEck Merk Gold Trust

OUNZ Quotes by TradingView
  • Ticker OUNZ
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 36,516,806
  • Market Cap $1.03B
More about OUNZ
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