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 33,403 shares of PECO stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
33,403
Previous 312,362 89.31%
Holding current value
$1.09 Million
Previous $11.4 Million 89.49%
% of portfolio
0.01%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $3.82B
  • 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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