Compound Planning, Inc.'s ownership history for DFIV

Compound Planning, Inc. currently holds 239.1K shares with a market value of $11.0M. It started holding DFIV on 2025-03-31. At its peak, it held 267.9K shares on 2025-03-31. Its highest holding value was $11.0M on 2025-09-30. At its lowest, it held 236.8K shares on 2025-06-30, with a value of $10.1M on 2025-06-30. In the recent 180 days, Compound Planning, Inc. has decreased its shares by 28.8K.