PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for USRT

PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 164.6K shares with a market value of $9.4M. It started holding USRT on 2024-09-30. At its peak, it held 218.1K shares on 2024-09-30. Its highest holding value was $13.4M on 2024-09-30. At its lowest, it held 164.6K shares on 2025-12-31, with a value of $9.4M on 2025-12-31. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has decreased its shares by 4.7K. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has decreased its shares by 17.5K.