Phillips Wealth Planners LLC's ownership history for WFC

Phillips Wealth Planners LLC currently holds 12.7K shares with a market value of $934.8K. It started holding WFC on 2025-06-30. At its peak, it held 12.7K shares on 2026-03-31. Its highest holding value was $934.8K on 2026-03-31. At its lowest, it held 3.4K shares on 2025-06-30, with a value of $277.7K on 2025-06-30. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 3.2K.