Phillips Wealth Planners LLC's ownership history for MA

Phillips Wealth Planners LLC currently holds 817 shares with a market value of $406.7K. 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 817 shares on 2026-03-31, with a value of $406.7K on 2026-03-31. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 270. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 238.