Phillips Wealth Planners’s Cboe Global Markets CBOE Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$402K	Sell
2024 Q4	$357K	Buy
2024 Q3	$385K	Sell
2024 Q2	$313K	Sell
2024 Q1	$345K	Buy
2023 Q4	$328K	Sell
2023 Q3	$289K	Buy
2023 Q2	$204K	Sell
2023 Q1	$207K	Buy