Compass Planning Associates Inc's ownership history for BIV

Compass Planning Associates Inc currently holds 361.6K shares with a market value of $27.9M. It started holding BIV on 2024-12-31. At its peak, it held 361.6K shares on 2026-03-31. Its highest holding value was $27.9M on 2026-03-31. At its lowest, it held 69.6K shares on 2025-03-31, with a value of $5.3M on 2025-03-31. In the recent 180 days, Compass Planning Associates Inc has increased its shares by 191.2K. In the recent year, Compass Planning Associates Inc has increased its shares by 292.0K.