Phillips Wealth Planners LLC GE VERNOVA INC Transaction History

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025
Number of Shares
663
Previous 607 9.23%
Holding current value
$400 Million
Previous $322 Million 24.32%
% of portfolio
0.33%
Previous 0.29%

Shares

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

Nov 07, 2025
BUY
N/A
56 Added 9.23%
663 $400 Million
Q2 2025

Jul 11, 2025
BUY
N/A
607 New
607 $322 Million
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