Compound Planning, Inc.'s ownership history for IWM

Compound Planning, Inc. currently holds 37.0K shares with a market value of $8.9M. It started holding IWM on 2024-09-30. At its peak, it held 47.0K shares on 2024-12-31. Its highest holding value was $10.4M on 2024-12-31. At its lowest, it held 37.0K shares on 2025-09-30, with a value of $8.0M on 2025-06-30. In the recent 180 days, Compound Planning, Inc. has decreased its shares by 6.1K. In the recent year, Compound Planning, Inc. has decreased its shares by 9.6K.

It has also owned 720 contracts of calls, with the market value of the underlying securities totaling $178.6K on 2024-12-31. At its peak, it held 720 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $178.6K on 2024-12-31. At its lowest, it held 720 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $178.6K on 2024-12-31.