Compound Planning, Inc.'s ownership history for XLV

Compound Planning, Inc. currently holds 11.1K shares with a market value of $1.5M. It started holding XLV on 2024-09-30. At its peak, it held 13.6K shares on 2025-03-31. Its highest holding value was $2.0M on 2025-03-31. At its lowest, it held 7.5K shares on 2024-09-30, with a value of $1.1M on 2024-12-31. In the recent 180 days, Compound Planning, Inc. has decreased its shares by 2.6K. In the recent year, Compound Planning, Inc. has increased its shares by 3.6K.