Phillips Wealth Planners LLC's ownership history for MA

Phillips Wealth Planners LLC currently holds 999 shares with a market value of $527.0K. It started holding MA on 2024-09-30. At its peak, it held 1.1K shares on 2025-09-30. Its highest holding value was $629.2K on 2025-09-30. At its lowest, it held 999 shares on 2025-12-31, with a value of $522.8K on 2024-12-31. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 49. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 37.