Compound Planning, Inc.'s ownership history for IYW

Compound Planning, Inc. currently holds 135.0K shares with a market value of $26.4M. It started holding IYW on 2024-09-30. At its peak, it held 135.0K shares on 2025-09-30. Its highest holding value was $26.4M on 2025-09-30. At its lowest, it held 92.9K shares on 2024-09-30, with a value of $14.1M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 20.3K. In the recent year, Compound Planning, Inc. has increased its shares by 42.2K.