A detailed history of Integrated Wealth Concepts LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 7,108 shares of PECO stock, worth $233,000. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,108
Previous 8,559 16.95%
Holding current value
$233,000
Previous $312,000 18.59%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 15, 2024

SELL
$34.3 - $36.64 $49,769 - $53,164
-1,451 Reduced 16.95%
7,108 $254,000
Q4 2023

Feb 13, 2024

BUY
$32.43 - $37.25 $64 - $74
2 Added 0.02%
8,559 $312,000
Q3 2023

Nov 15, 2023

BUY
$33.1 - $36.16 $1,456 - $1,591
44 Added 0.52%
8,557 $287,000
Q2 2023

Aug 15, 2023

SELL
$28.14 - $34.09 $48,766 - $59,077
-1,733 Reduced 16.91%
8,513 $290,000
Q1 2023

May 03, 2023

BUY
$30.04 - $34.47 $307,789 - $353,179
10,246 New
10,246 $334,000
Q2 2022

Aug 08, 2022

BUY
$31.26 - $36.04 $891,285 - $1.03 Million
28,512 New
28,512 $953,000

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 $3.83B
  • 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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