Modern Wealth Management, LLC
Holdings in OUNZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $23,583,410 | 568,549 | Shares | Other | 2026-02-17 |
| 2025-09-30 | $23,273,352 | 625,796 | Shares | Other | 2025-11-12 |
| 2025-06-30 | $19,213,118 | 602,481 | Shares | Other | 2025-11-12 |
| 2024-12-31 | $15,896,015 | 628,301 | Shares | Other | 2025-05-30 |
| 2023-12-31 | $7,517,734 | 376,640 | Shares | Other | 2025-05-28 |