Phillips Wealth Planners LLC's ownership history for WFC

Phillips Wealth Planners LLC currently holds 10.5K shares with a market value of $902.6K. It started holding WFC on 2025-06-30. At its peak, it held 10.5K shares on 2025-12-31. Its highest holding value was $902.6K on 2025-12-31. At its lowest, it held 3.4K shares on 2025-06-30, with a value of $277.7K on 2025-06-30. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 7.1K.