Phillips Wealth Planners LLC's ownership history for WFC

Phillips Wealth Planners LLC currently holds 9.5K shares with a market value of $767.8K. It started holding WFC on 2025-06-30. At its peak, it held 9.5K shares on 2025-09-30. Its highest holding value was $767.8K on 2025-09-30. At its lowest, it held 3.4K shares on 2025-06-30, with a value of $277.7K on 2025-06-30.