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Phillips Edison & Co shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

All positions including Phillips Edison & Co held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips Edison & Co by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 86k 32.89

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Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Modern Wealth Management

Top funds holding Phillips Edison & Co

BlackRock
Vanguard Group
Wellington Management Company
FMR
Massachusetts Financial Services
Geode Capital Management
Charles Schwab Investment Management
Northern Trust
Cetera Investment Advisers
Legal & General Group
Bank of New York Mellon
Dimensional Fund Advisors
GRS Advisors
Morgan Stanley
Nuveen Asset Management

View all funds holding Phillips Edison & Co