A detailed history of Lakeridge Wealth Management LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 21,946 shares of PECO stock, worth $863,136. This represents 0.45% of its overall portfolio holdings.

Number of Shares
21,946
Previous 23,673 7.3%
Holding current value
$863,136
Previous $774 Million 6.88%
% of portfolio
0.45%
Previous 0.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$32.1 - $38.93 $55,436 - $67,232
-1,727 Reduced 7.3%
21,946 $828 Million
Q2 2024

Aug 01, 2024

BUY
$30.93 - $35.07 $5,969 - $6,768
193 Added 0.82%
23,673 $774 Million
Q1 2024

Apr 29, 2024

SELL
$34.3 - $36.64 $16,909 - $18,063
-493 Reduced 2.06%
23,480 $842 Million
Q4 2023

Feb 14, 2024

BUY
$32.43 - $37.25 $777,444 - $892,994
23,973 New
23,973 $875 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 $4.59B
  • 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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