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Phillips Edison & Co shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips Edison & Co by True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $19k 515 36.45
2023-09-30 $17k 510 33.55
2023-06-30 $17k 506 34.08
2023-03-31 $16k 501 32.64
2022-12-31 $16k 500 31.84

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Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Phillips Edison & Co

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
Charles Schwab Investment Management
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Dimensional Fund Advisors
Jpmorgan Chase & Co
Ubs Global Asset Management Americas
Henderson Group
Holocene Advisors
Principal Financial Group
Citadel Advisors
Cambridge Investment Research Advisors

View all funds holding Phillips Edison & Co