Valmark Advisers, Inc.
Holdings in OUNZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,719,014 | 41,442 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $1,494,852 | 40,195 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $1,281,818 | 40,195 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $1,117,169 | 37,066 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $496,740 | 19,634 | Shares | Sole | 2025-01-30 |