A detailed history of First Purpose Wealth LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, First Purpose Wealth LLC holds 107,582 shares of PECO stock, worth $3.47 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
107,582
Previous 120,339 10.6%
Holding current value
$3.47 Million
Previous $4.39 Million 12.1%
% of portfolio
1.4%
Previous 1.71%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$34.3 - $36.64 $437,565 - $467,416
-12,757 Reduced 10.6%
107,582 $3.86 Million
Q4 2023

Apr 22, 2024

SELL
$32.43 - $37.25 $254,089 - $291,853
-7,835 Reduced 6.11%
120,339 $4.39 Million
Q3 2023

Oct 30, 2023

SELL
$33.1 - $36.16 $199,129 - $217,538
-6,016 Reduced 4.48%
128,174 $4.3 Million
Q2 2023

Jul 21, 2023

SELL
$28.14 - $34.09 $85,658 - $103,769
-3,044 Reduced 2.22%
134,190 $4.57 Million
Q1 2023

May 03, 2023

SELL
$30.04 - $34.47 $428,160 - $491,300
-14,253 Reduced 9.41%
137,234 $4.48 Million
Q4 2022

Jan 26, 2023

SELL
$28.0 - $33.27 $86,044 - $102,238
-3,073 Reduced 1.99%
151,487 $0
Q3 2022

Oct 24, 2022

SELL
$27.33 - $35.13 $88,357 - $113,575
-3,233 Reduced 2.05%
154,560 $4.34 Million
Q2 2022

Jul 25, 2022

BUY
$31.26 - $36.04 $4.93 Million - $5.69 Million
157,793 New
157,793 $5.27 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 $3.76B
  • 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 First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth 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 First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.