Phillips Wealth Planners LLC

Q3 2024 13F Holdings

Location
Starkville, MS
Holdings as of
9/30/2024
Value ($000)
$104,400
Num holdings
194
Date filed
10/28/2024
Form type
13F-HR
Prev filing
8/2/2024
Next filing
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