BlueChip Wealth Advisors »

Phillips Edison & Co shares owned by BlueChip Wealth Advisors

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

Historical chart of BlueChip Wealth Advisors investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips Edison & Co by BlueChip Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $603k 18k 32.71
2024-03-31 $398k 11k 35.87
2023-12-31 $405k 11k 36.48

More positions owned by BlueChip Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Value Line Divid In SHS (FVD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for BlueChip Wealth Advisors

Top funds holding Phillips Edison & Co

BlackRock
BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
Charles Schwab Investment Management
Macquarie Group
Duff & Phelps Investment Management
Alyeska Investment Group
Dimensional Fund Advisors
Northern Trust
Centersquare Investment Management
Jpmorgan Chase & Co
Massachusetts Financial Services
Morgan Stanley

View all funds holding Phillips Edison & Co