Phillips Wealth Planners LLC's ownership history for MS

Phillips Wealth Planners LLC currently holds 2.0K shares with a market value of $308.9K. It started holding MS on 2024-09-30. At its peak, it held 3.9K shares on 2024-09-30. Its highest holding value was $462.0K on 2024-09-30. At its lowest, it held 2.0K shares on 2025-09-30, with a value of $289.9K on 2025-03-31. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 727. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 1.9K.