Compound Planning, Inc.'s ownership history for EFG

Compound Planning, Inc. currently holds 26.3K shares with a market value of $3.0M. It started holding EFG on 2024-09-30. At its peak, it held 27.7K shares on 2025-03-31. Its highest holding value was $3.0M on 2025-09-30. At its lowest, it held 8.3K shares on 2024-09-30, with a value of $893.0K on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has decreased its shares by 1.5K. In the recent year, Compound Planning, Inc. has increased its shares by 18.0K.