Phillips Wealth Planners LLC BLACKROCK INC Transaction History

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025
Number of Shares
719
Previous 790 8.99%
Holding current value
$632 Million
Previous $755 Million 16.31%
% of portfolio
0.67%
Previous 0.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
N/A
-71 Reduced 8.99%
719 $632 Million
Q4 2024

Jan 17, 2025
BUY
N/A
790 New
790 $755 Million
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