Simplicity Solutions’s VanEck Merk Gold Trust OUNZ Stock Holding History

Simplicity Solutions’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
2020 Q4	–	Sell	-97,481	Closed	-$1.79M	–	972
2020 Q3	$1.79M	Buy	+97,481	New	+$1.82M	0.03%	355

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Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return