Compound Planning, Inc.'s ownership history for UBS

Compound Planning, Inc. currently holds 41.6K shares with a market value of $1.9M. It started holding UBS on 2024-09-30. At its peak, it held 41.6K shares on 2025-12-31. Its highest holding value was $1.9M on 2025-12-31. At its lowest, it held 29.1K shares on 2025-06-30, with a value of $914.5K on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 12.6K. In the recent year, Compound Planning, Inc. has increased its shares by 5.4K.