Compound Planning, Inc.'s ownership history for WFC

Compound Planning, Inc. currently holds 41.6K shares with a market value of $3.5M. It started holding WFC on 2024-09-30. At its peak, it held 41.6K shares on 2025-09-30. Its highest holding value was $3.5M on 2025-09-30. At its lowest, it held 25.9K shares on 2024-09-30, with a value of $1.5M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 7.1K. In the recent year, Compound Planning, Inc. has increased its shares by 15.7K.

It has also owned 108 contracts of puts, with the market value of the underlying securities totaling $20.7K on 2024-12-31. At its peak, it held 108 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $20.7K on 2024-12-31. At its lowest, it held 108 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $20.7K on 2024-12-31.