Phoenix Wealth Advisors's ownership history for FINX

Phoenix Wealth Advisors currently holds 34.2K shares with a market value of $789.3K. It started holding FINX on 2024-09-30. At its peak, it held 35.6K shares on 2025-03-31. Its highest holding value was $1.2M on 2025-06-30. At its lowest, it held 34.2K shares on 2026-03-31, with a value of $789.3K on 2026-03-31. In the recent 180 days, Phoenix Wealth Advisors has decreased its shares by 1.1K. In the recent year, Phoenix Wealth Advisors has decreased its shares by 1.5K.