Compass Planning Associates Inc's ownership history for IVV

Compass Planning Associates Inc currently holds 771 shares with a market value of $503.4K. It started holding IVV on 2024-12-31. At its peak, it held 771 shares on 2026-03-31. Its highest holding value was $526.4K on 2025-12-31. At its lowest, it held 681 shares on 2024-12-31, with a value of $400.6K on 2024-12-31. In the recent 180 days, Compass Planning Associates Inc has increased its shares by 4. In the recent year, Compass Planning Associates Inc has increased its shares by 7.