Phillips Wealth Planners LLC's ownership history for SRE

Phillips Wealth Planners LLC currently holds 2.2K shares with a market value of $205.1K. It started holding SRE on 2025-09-30. At its peak, it held 2.3K shares on 2025-09-30. Its highest holding value was $214.0K on 2025-09-30. At its lowest, it held 2.2K shares on 2026-03-31, with a value of $205.1K on 2026-03-31.