PHILLIPS FINANCIAL MANAGEMENT, LLC – Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
2.34M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-2.95%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +33.54% | 12.61K shares | 535K | 50.22K | |
| Q2 2022 | share | Increase | 0.00% | 37.60K shares | 1.80M | 37.60K |