Phillips Wealth Planners LLC's ownership history for IQV

Phillips Wealth Planners LLC currently holds 1.5K shares with a market value of $305.1K. It started holding IQV on 2024-09-30. At its peak, it held 1.5K shares on 2025-09-30. Its highest holding value was $305.1K on 2025-09-30. At its lowest, it held 1.2K shares on 2024-09-30, with a value of $224.3K on 2025-06-30. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 294.