Phillips Wealth Planners LLC's ownership history for RMD

Phillips Wealth Planners LLC currently holds 1.2K shares with a market value of $343.0K. It started holding RMD on 2024-09-30. At its peak, it held 1.2K shares on 2025-09-30. Its highest holding value was $343.0K on 2025-09-30. At its lowest, it held 1.1K shares on 2025-06-30, with a value of $241.4K on 2025-03-31. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 91. In the recent year, Phillips Wealth Planners LLC has increased its shares by 94.