Compound Planning, Inc.'s ownership history for IYW

Compound Planning, Inc. currently holds 138.9K shares with a market value of $25.2M. It started holding IYW on 2024-09-30. At its peak, it held 138.9K shares on 2026-03-31. Its highest holding value was $26.7M on 2025-12-31. 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 3.9K. In the recent year, Compound Planning, Inc. has increased its shares by 24.1K.