Phillips Wealth Planners LLC's ownership history for WSO

Phillips Wealth Planners LLC currently holds 727 shares with a market value of $298.2K. It started holding WSO on 2024-09-30. At its peak, it held 815 shares on 2024-09-30. Its highest holding value was $403.0K on 2024-09-30. 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 47. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 88.