Philip James Wealth Mangement, LLC's ownership history for CEF

Philip James Wealth Mangement, LLC currently holds 9.3K shares with a market value of $442.6K. It started holding CEF on 2024-09-30. At its peak, it held 365.5K shares on 2024-09-30. Its highest holding value was $9.1M on 2025-03-31. At its lowest, it held 9.3K shares on 2026-03-31, with a value of $442.6K on 2026-03-31. In the recent 180 days, Philip James Wealth Mangement, LLC has decreased its shares by 20.8K. In the recent year, Philip James Wealth Mangement, LLC has decreased its shares by 311.4K.