Compound Planning, Inc.'s ownership history for SMFG

Compound Planning, Inc. currently holds 113.6K shares with a market value of $2.2M. It started holding SMFG on 2024-09-30. At its peak, it held 113.6K shares on 2026-03-31. Its highest holding value was $2.2M on 2026-03-31. At its lowest, it held 63.1K shares on 2024-09-30, with a value of $797.5K on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 23.8K. In the recent year, Compound Planning, Inc. has increased its shares by 3.9K.