A detailed history of Outlook Wealth Advisors, LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 41,766 shares of PECO stock, worth $1.63 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
41,766
Previous 41,766 -0.0%
Holding current value
$1.63 Million
Previous $1.37 Million 15.23%
% of portfolio
0.55%
Previous 0.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023

SELL
$33.1 - $36.16 $9,400 - $10,269
-284 Reduced 0.68%
41,766 $1.4 Million
Q3 2022

Oct 25, 2022

BUY
$27.33 - $35.13 $7,761 - $9,976
284 Added 0.68%
42,050 $1.18 Million
Q1 2022

May 13, 2022

BUY
$30.58 - $35.22 $1.28 Million - $1.47 Million
41,766 New
41,766 $1.44 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 $4.55B
  • 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 Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, 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 Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.