Phillips Wealth Planners LLC's ownership history for CFR

Phillips Wealth Planners LLC currently holds 1.6K shares with a market value of $209.7K. It started holding CFR on 2024-09-30. At its peak, it held 1.7K shares on 2024-09-30. Its highest holding value was $225.1K on 2025-06-30. At its lowest, it held 1.6K shares on 2025-09-30, with a value of $206.9K on 2024-09-30. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 16.