Plan Group Financial, LLC OUNZ Holdings History
Number of Shares
83,500.00
Current Holdings Value*
$2.52 Mil
% of Portfolio
0.9%
Total Estimate Gain
$391,615.00
% of Total Estimate Gain
16.96%
Plan Group Financial, LLC's VanEck Merk Gold ETF Holding Summary
As of 2025-03-31, Plan Group Financial, LLC held 83,500.00 shares of VanEck Merk Gold ETF(OUNZ), totaling $2.52 Mil. This investment constitutes 0.9% of their stock portfolio, and Plan Group Financial, LLC now holds 0.16% of the outstanding VanEck Merk Gold ETF(OUNZ) stock.
The initial trade took place in 2025Q1. And since then Plan Group Financial, LLC has made 1 purchases of OUNZ, at an average price of $27.65, for a total of 83,500.00 shares. Based on historical transaction data and OUNZ's current price of $32.34, Plan Group Financial, LLC's estimated gain on his OUNZ holdings is $391,615.00, reflecting a 16.96% gain to date.
Plan Group Financial, LLC OUNZ ($32.34) Holding Chart
Plan Group Financial, LLC OUNZ ($32.34) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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