Secure Asset Management, LLC's ownership history for PHO

Secure Asset Management, LLC currently holds 16.6K shares with a market value of $1.1M. It started holding PHO on 2024-09-30. At its peak, it held 16.6K shares on 2026-03-31. Its highest holding value was $1.1M on 2026-03-31. At its lowest, it held 5.0K shares on 2024-09-30, with a value of $350.6K on 2024-09-30. In the recent 180 days, Secure Asset Management, LLC has increased its shares by 2.4K. In the recent year, Secure Asset Management, LLC has increased its shares by 6.7K.