Phillips Wealth Planners LLC's ownership history for BAC

Phillips Wealth Planners LLC currently holds 8.2K shares with a market value of $414.5K. It started holding BAC on 2025-06-30. At its peak, it held 12.3K shares on 2025-06-30. Its highest holding value was $578.4K on 2025-06-30. At its lowest, it held 8.2K shares on 2025-09-30, with a value of $414.5K on 2025-09-30.