Phillips Wealth Planners LLC's ownership history for XLV

Phillips Wealth Planners LLC currently holds 7.7K shares with a market value of $1.1M. It started holding XLV on 2024-09-30. At its peak, it held 9.9K shares on 2025-06-30. Its highest holding value was $1.3M on 2025-06-30. At its lowest, it held 7.7K shares on 2025-09-30, with a value of $1.1M on 2025-09-30. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 2.0K. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 239.