Phillips Wealth Planners’s Ares Management ARES Stock Holding History

Phillips Wealth Planners’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$231K	Buy
2025 Q1	–	Sell
2024 Q4	$230K	Buy
2024 Q3	$209K	Buy