Phillips Wealth Planners LLC's ownership history for ADI

Phillips Wealth Planners LLC currently holds 2.1K shares with a market value of $518.2K. It started holding ADI on 2024-09-30. At its peak, it held 2.3K shares on 2024-09-30. Its highest holding value was $521.4K on 2024-09-30. At its lowest, it held 1.3K shares on 2025-03-31, with a value of $232.4K on 2025-03-31. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 840. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 155.