Phillips Wealth Planners LLC's ownership history for AGG

Phillips Wealth Planners LLC currently holds 13.5K shares with a market value of $1.4M. It started holding AGG on 2024-09-30. At its peak, it held 15.5K shares on 2024-12-31. Its highest holding value was $1.5M on 2024-12-31. At its lowest, it held 12.5K shares on 2025-06-30, with a value of $1.2M on 2025-06-30. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 992. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 2.0K.