Phillips Wealth Planners LLC's ownership history for WEC

Phillips Wealth Planners LLC currently holds 3.3K shares with a market value of $383.5K. It started holding WEC on 2024-09-30. At its peak, it held 4.1K shares on 2024-12-31. Its highest holding value was $430.4K on 2025-03-31. At its lowest, it held 3.3K shares on 2025-09-30, with a value of $379.6K on 2024-12-31. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 676. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 714.