Phillips Wealth Planners LLC's ownership history for DE

Phillips Wealth Planners LLC currently holds 696 shares with a market value of $409.8K. It started holding DE on 2025-09-30. At its peak, it held 696 shares on 2026-03-31. Its highest holding value was $409.8K on 2026-03-31. At its lowest, it held 495 shares on 2025-12-31, with a value of $229.1K on 2025-09-30. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 195.