A detailed history of Valued Wealth Advisors LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 295 shares of PECO stock, worth $10,770. This represents 0.01% of its overall portfolio holdings.

Number of Shares
295
Previous 344 14.24%
Holding current value
$10,770
Previous $12.5 Million 22.4%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$30.93 - $35.07 $1,515 - $1,718
-49 Reduced 14.24%
295 $9.67 Million
Q1 2024

Apr 30, 2024

BUY
$34.3 - $36.64 $2,298 - $2,454
67 Added 24.19%
344 $12.5 Million
Q4 2023

Jan 05, 2024

BUY
$32.43 - $37.25 $8,983 - $10,318
277 New
277 $9.3 Million

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 $4.26B
  • 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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