Phillips Wealth Planners LLC's ownership history for IDA

Phillips Wealth Planners LLC currently holds 3.5K shares with a market value of $466.9K. It started holding IDA on 2024-09-30. At its peak, it held 3.5K shares on 2025-06-30. Its highest holding value was $466.9K on 2025-09-30. At its lowest, it held 3.4K shares on 2025-03-31, with a value of $360.6K on 2024-09-30. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 43. In the recent year, Phillips Wealth Planners LLC has increased its shares by 40.