Compound Planning, Inc.'s ownership history for USMV

Compound Planning, Inc. currently holds 14.5K shares with a market value of $1.4M. It started holding USMV on 2024-09-30. At its peak, it held 18.6K shares on 2024-12-31. Its highest holding value was $1.6M on 2024-12-31. At its lowest, it held 14.5K shares on 2025-09-30, with a value of $1.4M on 2025-09-30. In the recent 180 days, Compound Planning, Inc. has decreased its shares by 1.5K. In the recent year, Compound Planning, Inc. has decreased its shares by 2.5K.