FACTSET RESH SYS INC

Ticker: FDS CUSIP: 303075105 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 558 Value ($000) $237 Avg Close $450.41 Range $419.65 - $478.76
Q4 2024
Shares 554 Value ($000) $251 Avg Close $468.98 Range $442.71 - $493.07
Q3 2024
Shares 553 Value ($000) $260 Avg Close $418.21 Range $389.54 - $468.79
Q2 2024
Shares 540 Value ($000) $224 Avg Close $417.35 Range $385.55 - $444.54
Q1 2024
Shares 573 Value ($000) $245 Avg Close $456.95 Range $428.15 - $479.57
Q4 2023
Shares 490 Value ($000) $226 Avg Close $440.11 Range $409.65 - $468.72
Q3 2023
Shares 492 Value ($000) $215 Avg Close $415.60 Range $375.66 - $438.72