Compound Planning, Inc.'s ownership history for UBS

Compound Planning, Inc. currently holds 38.7K shares with a market value of $1.6M. It started holding UBS on 2024-09-30. At its peak, it held 40.0K shares on 2025-03-31. Its highest holding value was $1.6M on 2025-09-30. At its lowest, it held 29.1K shares on 2025-06-30, with a value of $914.5K on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has decreased its shares by 1.3K. In the recent year, Compound Planning, Inc. has increased its shares by 9.1K.