Number of Shares
1.73 Mil
Current Holdings Value*
$53.34 Mil
% of Portfolio
2.43%
Total Estimate Gain
$7.51 Mil
% of Total Estimate Gain
14.66%

Compound Planning, Inc.'s iShares International Equity Factor ETF Holding Summary

As of 2025-03-31, Compound Planning, Inc. held 1.73 Mil shares of iShares International Equity Factor ETF(INTF), totaling $53.34 Mil. This investment constitutes 2.43% of their stock portfolio, and Compound Planning, Inc. now holds 2.83% of the outstanding iShares International Equity Factor ETF(INTF) stock.

The initial trade took place in 2023Q4. And since then Compound Planning, Inc. has made 6 purchases of INTF, at an average price of $29.61, for a total of 1.73 Mil shares. Based on historical transaction data and INTF's current price of $33.96, Compound Planning, Inc.'s estimated gain on his INTF holdings is $7.51 Mil, reflecting a 14.66% gain to date.

Compound Planning, Inc. INTF ($33.96) Holding Chart

Compound Planning, Inc. INTF ($33.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1