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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
2024-09-30 $236k 6.2k 37.81
2024-06-30 $204k 6.2k 32.81
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)
Ishares Gold Tr Ishares New (IAU)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Roblox Corp Cl A (RBLX)

View all positions for Three Bridge 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