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 83,423 shares of PECO stock, worth $3.06 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
83,423
Previous 85,686 2.64%
Holding current value
$3.06 Million
Previous $2.82 Billion 3.17%
% of portfolio
0.2%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $4.28B
  • 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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.