Phillips Wealth Planners LLC's ownership history for CB


Phillips Wealth Planners LLC currently holds 1.7K shares with a market value of $488.6K. It started holding CB on 2024-09-30. At its peak, it held 1.7K shares on 2025-09-30. Its highest holding value was $488.6K on 2025-09-30. At its lowest, it held 1.4K shares on 2024-09-30, with a value of $371.1K on 2024-12-31. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 4. In the recent year, Phillips Wealth Planners LLC has increased its shares by 324.


Phillips Wealth Planners LLC's ownership history for CB