Phillips Wealth Planners LLC's ownership history for HLNE

Phillips Wealth Planners LLC currently holds 1.8K shares with a market value of $281.2K. It started holding HLNE on 2025-12-31. At its peak, it held 1.8K shares on 2025-12-31. Its highest holding value was $281.2K on 2025-12-31. At its lowest, it held 1.8K shares on 2025-12-31, with a value of $281.2K on 2025-12-31.