PHILLIPS FINANCIAL MANAGEMENT, LLC – Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
3.08M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-3.41%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.97% | 2.73K shares | -48K | 141.77K | |
| Q2 2022 | share | Increase | 0.00% | 139.03K shares | 3.13M | 139.03K |