Phillips Wealth Planners LLC BLACKROCK INC Transaction History

Phillips Wealth Planners LLC

  • $110 Billion
  • Q2 2025
Number of Shares
724
Previous 719 0.7%
Holding current value
$778 Million
Previous $632 Million 23.18%
% of portfolio
0.71%
Previous 0.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
N/A
5 Added 0.7%
724 $778 Million
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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