Modern Wealth Management, LLC Phillips Edison & Company, Inc. Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 118,141 shares of PECO stock, worth $4.25 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

118,141

Previous 117,130 0.86%

Holding current value

$4.25 Million

Previous $4.27 Billion 99.9%

% of portfolio

0.14%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 30, 2025	BUY	$34.43 - $37.49 $34,808 - $37,902	1,011 Added 0.86%	118,141 $4.31 Million
Q1 2025 May 15, 2025	SELL	$34.43 - $37.49 $11,086 - $12,071	-322 Reduced 0.27%	117,130 $4.27 Billion
Q4 2024 May 30, 2025	BUY	$35.96 - $39.8 $10,716 - $11,860	298 Added 0.25%	117,428 $4.4 Million
Q4 2024 May 29, 2025	BUY	$35.96 - $39.8 $10,716 - $11,860	298 Added 0.25%	117,428 $4.4 Million
Q4 2024 Feb 11, 2025	BUY	$35.96 - $39.8 $1.48 Million - $1.64 Million	41,229 Added 54.09%	117,452 $4.32 Billion
Q3 2024 May 30, 2025	SELL	$32.1 - $38.93 $1.31 Million - $1.59 Million	-40,907 Reduced 34.92%	76,223 $2.87 Million
Q3 2024 May 29, 2025	SELL	$32.1 - $38.93 $1.31 Million - $1.59 Million	-40,907 Reduced 34.92%	76,223 $2.87 Million
Q3 2024 Nov 05, 2024	SELL	$32.1 - $38.93 $231,120 - $280,296	-7,200 Reduced 8.63%	76,223 $2.87 Billion
Q2 2024 May 29, 2025	SELL	$30.93 - $35.07 $1.04 Million - $1.18 Million	-33,707 Reduced 28.78%	83,423 $2.73 Million
Q2 2024 Aug 07, 2024	SELL	$30.93 - $35.07 $69,994 - $79,363	-2,263 Reduced 2.64%	83,423 $2.73 Billion
Q1 2024 May 28, 2025	SELL	$34.3 - $36.64 $1.15 Million - $1.23 Million	-33,486 Reduced 28.59%	83,644 $3 Billion
Q1 2024 May 13, 2024	BUY	$34.3 - $36.64 $548 - $586	16 Added 0.02%	85,686 $2.82 Billion
Q4 2023 May 28, 2025	SELL	$32.43 - $37.25 $1.02 Million - $1.17 Million	-31,460 Reduced 26.86%	85,670 $3.13 Billion
Q4 2023 Feb 14, 2024	BUY	$32.43 - $37.25 $2.78 Million - $3.19 Million	85,670 New	85,670 $3.13 Billion

Others Institutions Holding PECO

# of Institutions

443

Shares Held

101M

Call Options Held

50.4K

Put Options Held

4.2K

View Full List

About Phillips Edison & Company, Inc.

Ticker PECO
Exchange NASDAQ
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 116,700,000
Market Cap $4.2B
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...

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Modern Wealth Management, LLC Phillips Edison & Company, Inc. Transaction History