Phillips Wealth Planners LLC's ownership history for AEP

Phillips Wealth Planners LLC currently holds 1.8K shares with a market value of $211.5K. It started holding AEP on 2025-03-31. At its peak, it held 1.9K shares on 2025-03-31. Its highest holding value was $211.5K on 2025-09-30. At its lowest, it held 1.8K shares on 2025-09-30, with a value of $201.0K on 2025-03-31.