A detailed history of Ae Wealth Management LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Ae Wealth Management LLC holds 38,668 shares of PECO stock, worth $1.46 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,668
Previous 40,367 4.21%
Holding current value
$1.46 Million
Previous $1.32 Million 10.45%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$32.1 - $38.93 $54,537 - $66,142
-1,699 Reduced 4.21%
38,668 $1.46 Million
Q2 2024

Aug 12, 2024

BUY
$30.93 - $35.07 $215,396 - $244,227
6,964 Added 20.85%
40,367 $1.32 Million
Q1 2024

May 15, 2024

SELL
$34.3 - $36.64 $9.57 Million - $10.2 Million
-278,959 Reduced 89.31%
33,403 $1.2 Million
Q4 2023

Feb 14, 2024

SELL
$32.43 - $37.25 $677,170 - $777,817
-20,881 Reduced 6.27%
312,362 $11.4 Million
Q3 2023

Oct 11, 2023

BUY
$33.1 - $36.16 $1.08 Million - $1.18 Million
32,574 Added 10.83%
333,243 $11.2 Million
Q2 2023

Jul 10, 2023

SELL
$28.14 - $34.09 $637,314 - $772,070
-22,648 Reduced 7.0%
300,669 $10.2 Million
Q1 2023

Apr 14, 2023

SELL
$30.04 - $34.47 $43,858 - $50,326
-1,460 Reduced 0.45%
323,317 $10.5 Million
Q4 2022

Jan 31, 2023

BUY
$28.0 - $33.27 $275,828 - $327,742
9,851 Added 3.13%
324,777 $10.3 Million
Q3 2022

Oct 25, 2022

SELL
$27.33 - $35.13 $573,000 - $736,535
-20,966 Reduced 6.24%
314,926 $8.83 Million
Q2 2022

Aug 03, 2022

BUY
$31.26 - $36.04 $10.5 Million - $12.1 Million
335,892 New
335,892 $11.2 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 $4.4B
  • 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 Ae Wealth Management LLC Portfolio

Follow Ae 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.