TruWealth Advisors, LLC's ownership history for PHO

TruWealth Advisors, LLC currently holds 4.5K shares with a market value of $319.8K. It started holding PHO on 2024-09-30. At its peak, it held 4.5K shares on 2025-12-31. Its highest holding value was $319.8K on 2025-12-31. At its lowest, it held 4.1K shares on 2024-09-30, with a value of $274.1K on 2025-03-31. In the recent 180 days, TruWealth Advisors, LLC has increased its shares by 293. In the recent year, TruWealth Advisors, LLC has increased its shares by 295.