Phillips Wealth Planners LLC BLACKROCK INC Transaction History

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025
Number of Shares
645
Previous 724 10.91%
Holding current value
$761 Million
Previous $778 Million 2.27%
% of portfolio
0.63%
Previous 0.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
N/A
-79 Reduced 10.91%
645 $761 Million
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
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email