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Phillips Wealth Planners LLC Acquires 336 Shares of CME Group Inc. (NASDAQ:CME)

Phillips Wealth Planners LLC boosted its holdings in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 21.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,901 shares of the financial services provider’s stock after acquiring an […]

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U.S. Bancorp (NYSE:USB) Shares Sold by Phillips Wealth Planners LLC

Phillips Wealth Planners LLC lessened its holdings in shares of U.S. Bancorp (NYSE:USB – Free Report) by 10.0% in the fourth quarter, Holdings Channel reports. The firm owned 10,385 shares of the financial services provider’s stock after selling 1,149 shares during the period. Phillips Wealth Planners LLC’s holdings in U.S. Bancorp were worth $417,000 at […]

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Phillips Wealth Planners LLC Decreases Position in The J. M. Smucker Company (NYSE:SJM)

Phillips Wealth Planners LLC trimmed its stake in shares of The J. M. Smucker Company (NYSE:SJM – Free Report) by 11.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,166 shares of the company’s stock after selling 283 shares during the period. Phillips Wealth […]

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Phillips Wealth Planners LLC Has $355,000 Stake in Northrop Grumman Co. (NYSE:NOC)

Phillips Wealth Planners LLC Has $355,000 Stake in Northrop Grumman Co. (NYSE:NOC)
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Phillips Wealth Planners LLC Trims Stake in Intercontinental Exchange, Inc. (NYSE:ICE)

Phillips Wealth Planners LLC Trims Stake in Intercontinental Exchange, Inc. (NYSE:ICE)
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