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Phillips Wealth Planners LLC Has $474,000 Stock Holdings in Target Co. (NYSE:TGT)

Phillips Wealth Planners LLC lessened its position in shares of Target Co. (NYSE:TGT – Free Report) by 9.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,452 shares of the retailer’s stock after selling 353 shares during the quarter. Phillips Wealth Planners […]

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Christina-hennington
Brianc-cornell
Roth-mkm
Steward-partners-investment-advisory
Securities-exchange-commission
Goldman-sachs-group
Somerset-group
Pine-valley-investments-ltd-liability-co
Phillips-wealth-planners
Td-asset-management-inc
Financial-network-inc

STERIS plc (NYSE:STE) Shares Purchased by Phillips Wealth Planners LLC

Phillips Wealth Planners LLC increased its stake in shares of STERIS plc (NYSE:STE – Free Report) by 6.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,082 shares of the medical equipment provider’s stock after acquiring an additional 117 […]

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Fenimore-asset-management-inc
Mitsubishi-ufj
Life-sciences
Phillips-wealth-planners
Cerity-partners
Cullen-investment-group
Needham-company
Securities-exchange-commission
Asset-management-co
Free-report
Wealth-planners

Phillips Wealth Planners LLC Buys 134 Shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Phillips Wealth Planners LLC increased its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 2.3% in the 4th quarter, HoldingsChannel.com reports. The fund owned 5,887 shares of the company’s stock after purchasing an additional 134 shares during the quarter. Phillips Wealth Planners LLC’s holdings in iShares MSCI USA Min […]

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Horrell-capital-management-inc
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Global-trust-asset-management
Blackrock
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Free-report
Wealth-planners

Phillips Wealth Planners LLC Has $464,000 Holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Phillips Wealth Planners LLC boosted its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,887 shares of the company’s stock after buying an additional […]

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Mercer-global-advisors-inc
Company-profile
Phillips-wealth-planners
Catalyst-capital-advisors
Exchange-commission
Blackrock
Raymond-james-associates
Financial-services-group-inc
States-min-vol-factor
Free-report

Phillips Wealth Planners LLC Grows Stake in Mondelez International, Inc. (NASDAQ:MDLZ)

Phillips Wealth Planners LLC grew its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 27.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,645 shares of the company’s stock after purchasing an additional 1,414 shares during the period. Phillips […]

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Mondelez-international-inc
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