A detailed history of Atria Wealth Solutions, Inc. transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 72,074 shares of PECO stock, worth $2.72 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
72,074
Previous 70,600 2.09%
Holding current value
$2.72 Million
Previous $2.53 Million 6.91%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 22, 2024

BUY
$30.93 - $35.07 $45,590 - $51,693
1,474 Added 2.09%
72,074 $2.36 Million
Q1 2024

May 13, 2024

SELL
$34.3 - $36.64 $21,197 - $22,643
-618 Reduced 0.87%
70,600 $2.53 Million
Q4 2023

Feb 02, 2024

BUY
$32.43 - $37.25 $270,044 - $310,180
8,327 Added 13.24%
71,218 $2.6 Million
Q3 2023

Nov 08, 2023

SELL
$33.1 - $36.16 $226,370 - $247,298
-6,839 Reduced 9.81%
62,891 $2.11 Million
Q2 2023

Aug 03, 2023

BUY
$28.14 - $34.09 $59,122 - $71,623
2,101 Added 3.11%
69,730 $2.38 Million
Q1 2023

Aug 22, 2023

SELL
$30.04 - $34.47 $68,521 - $78,626
-2,281 Reduced 3.27%
67,449 $2.2 Million
Q1 2023

Jun 14, 2023

BUY
$30.04 - $34.47 $5,407 - $6,204
180 Added 0.27%
67,629 $2.21 Million
Q1 2023

May 10, 2023

SELL
$30.04 - $34.47 $5,407 - $6,204
-180 Reduced 0.27%
67,449 $2.2 Million
Q4 2022

Aug 30, 2023

SELL
$28.0 - $33.27 $58,828 - $69,900
-2,101 Reduced 3.01%
67,629 $2.15 Million
Q4 2022

Feb 13, 2023

SELL
$28.0 - $33.27 $34,692 - $41,221
-1,239 Reduced 1.8%
67,629 $2.15 Million
Q3 2022

Feb 13, 2023

SELL
$27.33 - $35.13 $730,448 - $938,919
-26,727 Reduced 27.96%
68,868 $1.93 Million
Q3 2022

Nov 14, 2022

BUY
$27.33 - $35.13 $550,918 - $708,150
20,158 Added 26.72%
95,595 $2.92 Million
Q2 2022

Aug 15, 2022

BUY
$31.26 - $36.04 $656,147 - $756,479
20,990 Added 38.55%
75,437 $2.53 Million
Q1 2022

May 16, 2022

BUY
$30.58 - $35.22 $1.66 Million - $1.92 Million
54,447 New
54,447 $1.88 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
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