Phillips Wealth Planners LLC's ownership history for SNA

Phillips Wealth Planners LLC currently holds 807 shares with a market value of $299.0K. It started holding SNA on 2024-09-30. At its peak, it held 996 shares on 2024-09-30. Its highest holding value was $328.2K on 2024-12-31. At its lowest, it held 807 shares on 2026-03-31, with a value of $291.7K on 2025-06-30. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 63. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 169.