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Phillips Edison & Co shares owned by Three Bridge Wealth Advisors

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

Historical chart of Three Bridge Wealth Advisors investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips Edison & Co by Three Bridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $224k 6.2k 35.97
2023-12-31 $228k 6.2k 36.58
2023-09-30 $210k 6.2k 33.64
2023-06-30 $213k 6.2k 34.17
2023-03-31 $204k 6.2k 32.71

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Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Ishares Gold Tr Ishares New (IAU)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Three Bridge Wealth Advisors

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
Legal & General Group
Bank of New York Mellon
Dimensional Fund Advisors
GRS Advisors
Morgan Stanley
Nuveen Asset Management
Ubs Global Asset Management Americas

View all funds holding Phillips Edison & Co