Phillips Wealth Planners LLC

Q2 2024 13F Detailed Holdings

Location
Starkville, MS
Holdings as of
6/30/2024
Value ($000)
$94,872
Num holdings
177
Date filed
8/2/2024
Form type
13F-HR
Prev filing
4/29/2024
Next filing
10/28/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None