Phillips Wealth Planners LLC's ownership history for RJF

Phillips Wealth Planners LLC currently holds 2.4K shares with a market value of $402.0K. It started holding RJF on 2024-09-30. At its peak, it held 2.7K shares on 2025-06-30. Its highest holding value was $424.0K on 2025-06-30. At its lowest, it held 2.4K shares on 2025-09-30, with a value of $362.8K on 2025-03-31. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 283. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 274.