Compass Planning Associates Inc's ownership history for BSV

Compass Planning Associates Inc currently holds 365.8K shares with a market value of $28.7M. It started holding BSV on 2024-12-31. At its peak, it held 365.8K shares on 2026-03-31. Its highest holding value was $28.7M on 2026-03-31. At its lowest, it held 87.8K shares on 2025-03-31, with a value of $6.9M on 2025-03-31. In the recent 180 days, Compass Planning Associates Inc has increased its shares by 199.3K. In the recent year, Compass Planning Associates Inc has increased its shares by 278.0K.