Phillips Wealth Planners LLC's ownership history for BAC

Phillips Wealth Planners LLC currently holds 7.9K shares with a market value of $409.1K. It started holding BAC on 2025-06-30. At its peak, it held 12.3K shares on 2025-06-30. Its highest holding value was $578.4K on 2025-06-30. At its lowest, it held 7.9K shares on 2025-12-31, with a value of $409.1K on 2025-12-31. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 4.4K.