Philip James Wealth Mangement, LLC's ownership history for USB

Philip James Wealth Mangement, LLC currently holds 73.8K shares with a market value of $3.8M. It started holding USB on 2024-09-30. At its peak, it held 140.3K shares on 2024-09-30. Its highest holding value was $6.4M on 2024-09-30. At its lowest, it held 73.8K shares on 2026-03-31, with a value of $3.7M on 2025-09-30. In the recent 180 days, Philip James Wealth Mangement, LLC has decreased its shares by 3.1K. In the recent year, Philip James Wealth Mangement, LLC has decreased its shares by 34.8K.