Phillips Edison & Co shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Phillips Edison & Co
Tip: Access up to 7 years of quarterly data
All positions including Phillips Edison & Co held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips Edison & Co by Aurum Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $560k | 15k | 36.48 |
2023-09-30 | $515k | 15k | 33.54 |
2023-06-30 | $534k | 16k | 34.08 |
2023-03-31 | $529k | 16k | 32.62 |
2022-12-31 | $531k | 17k | 31.84 |
2022-09-30 | $467k | 17k | 28.02 |
2022-06-30 | $557k | 17k | 33.42 |
More positions owned by Aurum Wealth Management Group
View all positions for Aurum Wealth Management Group