A detailed history of Ever Source Wealth Advisors, LLC transactions in Van Eck Merk Gold Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 10,689 shares of OUNZ stock, worth $282,724. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,689
Previous 10,689 -0.0%
Holding current value
$282,724
Previous $229,000 4.8%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023

SELL
$15.79 - $17.69 $13,200 - $14,788
-836 Reduced 7.25%
10,689 $189,000
Q1 2022

May 25, 2022

BUY
$17.38 - $19.94 $90,706 - $104,066
5,219 Added 82.76%
11,525 $217,000
Q4 2021

Feb 07, 2022

BUY
$17.05 - $18.16 $107,517 - $114,516
6,306 New
6,306 $112,000

Others Institutions Holding OUNZ

About VanEck Merk Gold Trust


  • Ticker OUNZ
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 36,516,806
  • Market Cap $966M
More about OUNZ
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.