Compound Planning, Inc.'s ownership history for ROE

Compound Planning, Inc. currently holds 23.7K shares with a market value of $818.0K. It started holding ROE on 2025-03-31. At its peak, it held 27.9K shares on 2025-06-30. Its highest holding value was $897.7K on 2025-06-30. At its lowest, it held 23.7K shares on 2025-09-30, with a value of $801.1K on 2025-03-31. In the recent 180 days, Compound Planning, Inc. has decreased its shares by 3.7K.