Phillips Wealth Planners LLC's ownership history for XLK

Phillips Wealth Planners LLC currently holds 6.9K shares with a market value of $2.0M. It started holding XLK on 2024-09-30. At its peak, it held 8.0K shares on 2025-06-30. Its highest holding value was $2.1M on 2025-06-30. At its lowest, it held 6.5K shares on 2024-09-30, with a value of $1.5M on 2024-09-30. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 914. In the recent year, Phillips Wealth Planners LLC has increased its shares by 395.