Phoenix Wealth Advisors's ownership history for FINX

Phoenix Wealth Advisors currently holds 35.2K shares with a market value of $1.2M. It started holding FINX on 2024-09-30. At its peak, it held 35.6K shares on 2025-03-31. Its highest holding value was $1.2M on 2025-06-30. At its lowest, it held 35.2K shares on 2024-12-31, with a value of $981.7K on 2025-03-31. In the recent 180 days, Phoenix Wealth Advisors has decreased its shares by 391. In the recent year, Phoenix Wealth Advisors has decreased its shares by 40.