Phillips Wealth Planners LLC's ownership history for SPY

Phillips Wealth Planners LLC currently holds 462 shares with a market value of $310.3K. It started holding SPY on 2024-09-30. At its peak, it held 6.2K shares on 2024-12-31. Its highest holding value was $3.6M on 2024-12-31. At its lowest, it held 462 shares on 2025-09-30, with a value of $273.9K on 2025-03-31. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 51. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 38.