Compound Planning, Inc.
Position in DDIV — First Trust Dorsey Wright Momentum & Dividend ETF
CIK 1978879
NEW YORK, NY
All Filings in DDIV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DDIV | $525,933 | 13,004 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 DDIV | $765,872 | 18,437 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 DDIV | $716,944 | 17,838 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 DDIV | $1,182,481 | 30,955 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 DDIV | $1,115,801 | 29,542 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DDIV | $539,544 | 14,285 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 DDIV | $516,214 | 14,039 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||