Compound Planning, Inc.'s ownership history for IVV

Compound Planning, Inc. currently holds 135.0K shares with a market value of $90.4M. It started holding IVV on 2024-09-30. At its peak, it held 135.0K shares on 2025-09-30. Its highest holding value was $90.4M on 2025-09-30. At its lowest, it held 81.8K shares on 2024-09-30, with a value of $47.2M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 23.2K. In the recent year, Compound Planning, Inc. has increased its shares by 53.2K.