Phillips Wealth Planners LLC's ownership history for XLC

Phillips Wealth Planners LLC currently holds 11.0K shares with a market value of $1.3M. It started holding XLC on 2024-09-30. At its peak, it held 11.4K shares on 2025-06-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 7.0K shares on 2024-09-30, with a value of $632.7K on 2024-09-30. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 2. In the recent year, Phillips Wealth Planners LLC has increased its shares by 4.1K.