Phillips Wealth Planners LLC's ownership history for SAN

Phillips Wealth Planners LLC currently holds 18.7K shares with a market value of $228.2K. It started holding SAN on 2025-09-30. At its peak, it held 18.9K shares on 2025-09-30. Its highest holding value was $228.2K on 2025-12-31. At its lowest, it held 18.7K shares on 2025-12-31, with a value of $191.5K on 2025-09-30.