PF
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Phoenix Financial’s VanEck Merk Gold Trust OUNZ Stock Holding History

Phoenix Financial’s Portfolio OUNZ Stock Details OUNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,700
Closed -$2.63K – 419
2024
Q1 		$2.63K Buy
+11,700
New +$234K ﹤0.01% 415

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P
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Wealth Enhancement Advisory Services
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Envestnet Asset Management
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Ameriprise
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MWM
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WA
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