Phillips Wealth Planners LLC's ownership history for IQV


Phillips Wealth Planners LLC currently holds 1.6K shares with a market value of $384.3K. It started holding IQV on 2024-09-30. At its peak, it held 1.6K shares on 2025-12-31. Its highest holding value was $384.3K on 2025-12-31. At its lowest, it held 1.2K shares on 2024-09-30, with a value of $224.3K on 2025-06-30. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 228.


Phillips Wealth Planners LLC's ownership history for IQV