A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 101,370 shares of PECO stock, worth $3.95 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
101,370
Previous 126,977 20.17%
Holding current value
$3.95 Million
Previous $4.15 Million 7.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

SELL
$32.1 - $38.93 $821,984 - $996,880
-25,607 Reduced 20.17%
101,370 $3.82 Million
Q2 2024

Jul 16, 2024

SELL
$30.93 - $35.07 $128,359 - $145,540
-4,150 Reduced 3.16%
126,977 $4.15 Million
Q1 2024

Apr 15, 2024

SELL
$34.3 - $36.64 $344,543 - $368,048
-10,045 Reduced 7.12%
131,127 $4.7 Million
Q4 2023

Jan 30, 2024

SELL
$32.43 - $37.25 $107,181 - $123,111
-3,305 Reduced 2.29%
141,172 $5.15 Million
Q3 2023

Nov 13, 2023

BUY
$33.1 - $36.16 $4.78 Million - $5.22 Million
144,477 New
144,477 $4.85 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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.