Phillips Wealth Planners LLC's ownership history for SPGI

Phillips Wealth Planners LLC currently holds 707 shares with a market value of $338.2K. It started holding SPGI on 2024-09-30. At its peak, it held 707 shares on 2025-09-30. Its highest holding value was $350.0K on 2025-06-30. At its lowest, it held 589 shares on 2024-09-30, with a value of $292.5K on 2024-12-31. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 54. In the recent year, Phillips Wealth Planners LLC has increased its shares by 118.