Phillips Wealth Planners LLC's ownership history for WELL

Phillips Wealth Planners LLC currently holds 2.0K shares with a market value of $429.9K. It started holding WELL on 2025-03-31. At its peak, it held 2.0K shares on 2025-12-31. Its highest holding value was $429.9K on 2026-03-31. At its lowest, it held 1.5K shares on 2025-09-30, with a value of $221.4K on 2025-03-31. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 535. In the recent year, Phillips Wealth Planners LLC has increased its shares by 449.