PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for MA


PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 1.2K shares with a market value of $582.6K. It started holding MA on 2024-09-30. At its peak, it held 1.2K shares on 2025-09-30. Its highest holding value was $699.1K on 2025-09-30. At its lowest, it held 751 shares on 2024-09-30, with a value of $370.8K on 2024-09-30. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has decreased its shares by 63. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 288.


PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for MA