Phillips Wealth Planners LLC's ownership history for PR

Phillips Wealth Planners LLC currently holds 10.4K shares with a market value of $131.1K. It started holding PR on 2025-03-31. At its peak, it held 10.4K shares on 2025-09-30. Its highest holding value was $149.6K on 2025-06-30. At its lowest, it held 10.2K shares on 2025-03-31, with a value of $112.4K on 2025-03-31. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 216.