First Purpose Wealth LLC Phillips Edison & Company, Inc. Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
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 $4.1 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
107,582
Previous 120,339
10.6%
Holding current value
$4.1 Million
Previous $4.39 Million
12.1%
% of portfolio
1.4%
Previous 1.71%
Shares
8 transactions
Others Institutions Holding PECO
# of Institutions
424Shares Held
95MCall Options Held
75.9KPut Options Held
1.1K-
Black Rock Inc. New York, NY21.4MShares$816 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA19.2MShares$733 Million0.01% of portfolio
-
Wellington Management Group LLP Boston, MA7.38MShares$281 Million0.05% of portfolio
-
State Street Corp Boston, MA7.07MShares$269 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA3.19MShares$122 Million0.01% of portfolio
About Phillips Edison & Company, Inc.
- Ticker PECO
- Exchange NASDAQ
- Sector Real Estate
- Industry REIT—Retail
- Shares Outstandng 116,700,000
- Market Cap $4.45B
- 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...