Compass Planning Associates Inc's ownership history for IVV

Compass Planning Associates Inc currently holds 767 shares with a market value of $513.2K. It started holding IVV on 2024-12-31. At its peak, it held 767 shares on 2025-09-30. Its highest holding value was $513.2K on 2025-09-30. At its lowest, it held 681 shares on 2024-12-31, with a value of $400.6K on 2024-12-31. In the recent 180 days, Compass Planning Associates Inc has increased its shares by 3.