Phillips Wealth Planners LLC

Q1 2024 13F Holdings

Location
Starkville, MS
Holdings as of
3/31/2024
Value ($000)
$86,961
Num holdings
174
Date filed
4/29/2024
Form type
13F-HR
Prev filing
2/12/2024
Next filing
8/2/2024
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type