Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- Latest filing
- Aug 7, 2026
MTB holding history
M&T Bank Corp in every 13F filed by Phillips Wealth Planners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MTB overviewAll 13F holders of MTBFull Q2 2026 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 1
- Since Q4 2022