Compound Planning, Inc.'s ownership history for UL

Compound Planning, Inc. currently holds 36.8K shares with a market value of $2.2M. It started holding UL on 2024-09-30. At its peak, it held 36.8K shares on 2025-09-30. Its highest holding value was $2.2M on 2025-06-30. At its lowest, it held 26.1K shares on 2024-09-30, with a value of $1.6M on 2024-12-31. In the recent 180 days, Compound Planning, Inc. has increased its shares by 5.0K. In the recent year, Compound Planning, Inc. has increased its shares by 10.7K.

It has also owned 11 contracts of puts, with the market value of the underlying securities totaling $65.2K on 2025-03-31. At its peak, it held 11 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $67.3K on 2025-06-30. At its lowest, it held 11 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $65.2K on 2025-09-30. In the recent 180 days, Compound Planning, Inc. has increased its holdings by 0 contracts.