Phillips Wealth Planners LLC's ownership history for WELL

Phillips Wealth Planners LLC currently holds 1.5K shares with a market value of $255.3K. It started holding WELL on 2025-03-31. At its peak, it held 1.6K shares on 2025-03-31. Its highest holding value was $255.3K on 2025-09-30. 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 decreased its shares by 86.