Phillips Wealth Planners LLC LAM RESEARCH CORP Transaction History

Phillips Wealth Planners LLC

  • $110 Billion
  • Q2 2025
Number of Shares
4,597
Previous 4,628 0.67%
Holding current value
$459 Million
Previous $312 Million 46.95%
% of portfolio
0.42%
Previous 0.33%

Shares

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

Jul 11, 2025
SELL
N/A
-31 Reduced 0.67%
4,597 $459 Million
Q1 2025

Apr 23, 2025
BUY
N/A
4,628 New
4,628 $312 Million
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