A detailed history of Modern Wealth Management, LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 76,223 shares of PECO stock, worth $2.94 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
76,223
Previous 83,423 8.63%
Holding current value
$2.94 Million
Previous $2.73 Billion 5.34%
% of portfolio
0.17%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$32.1 - $38.93 $231,120 - $280,296
-7,200 Reduced 8.63%
76,223 $2.87 Billion
Q2 2024

Aug 07, 2024

SELL
$30.93 - $35.07 $69,994 - $79,363
-2,263 Reduced 2.64%
83,423 $2.73 Billion
Q1 2024

May 13, 2024

BUY
$34.3 - $36.64 $548 - $586
16 Added 0.02%
85,686 $2.82 Billion
Q4 2023

Feb 14, 2024

BUY
$32.43 - $37.25 $2.78 Million - $3.19 Million
85,670 New
85,670 $3.13 Billion

Others Institutions Holding PECO

About Phillips Edison & Company, Inc.


  • Ticker PECO
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 116,700,000
  • Market Cap $4.5B
  • Description
  • Phillips Edison & Company, Inc. (?PECO?), an internally-managed REIT, is one of the nation's largest owners and operators of grocery-anchored shopping centers. PECO's diversified portfolio of well-occupied neighborhood shopping centers features a mix of national and regional retailers selling necessity-based goods and services in fundamental...
More about PECO
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