Phillips Wealth Planners LLC's ownership history for WSO

Phillips Wealth Planners LLC currently holds 1.3K shares with a market value of $570.0K. It started holding WSO on 2024-09-30. At its peak, it held 1.3K shares on 2026-03-31. Its highest holding value was $570.0K on 2026-03-31. At its lowest, it held 678 shares on 2024-12-31, with a value of $298.2K on 2025-09-30. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 615. In the recent year, Phillips Wealth Planners LLC has increased its shares by 662.