Phillips Wealth Planners LLC's ownership history for WM

Phillips Wealth Planners LLC currently holds 1.4K shares with a market value of $309.3K. It started holding WM on 2024-09-30. At its peak, it held 1.4K shares on 2025-09-30. Its highest holding value was $309.3K on 2025-09-30. At its lowest, it held 1.2K shares on 2024-09-30, with a value of $259.4K on 2024-09-30. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 179. In the recent year, Phillips Wealth Planners LLC has increased its shares by 204.