Phoenix Wealth Advisors
CIK
0001842362
City
CHAPEL HILL
State / Country
NC
Holdings in OIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $67,522 | 11,235 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $67,747 | 11,235 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $64,601 | 11,235 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $67,634 | 11,235 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $66,286 | 11,235 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $77,072 | 11,235 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $71,342 | 11,235 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $80,214 | 12,284 | Shares | Sole | 2024-04-26 |
| 2021-09-30 | $16,695 | 2,100 | Shares | Sole | 2021-11-15 |