Outlook Wealth Advisors, LLC - PHILLIPS EDISON & COMPANY CLASS B ownership

PHILLIPS EDISON & COMPANY CLASS B's ticker is and the CUSIP is 71844V300. A total of 9 filers reported holding PHILLIPS EDISON & COMPANY CLASS B in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of PHILLIPS EDISON & COMPANY CLASS B
ValueSharesWeighting
Q4 2021$3,738,000
+7.6%
113,1230.0%1.10%
-3.3%
Q3 2021$3,474,000113,1231.14%
Other shareholders
PHILLIPS EDISON & COMPANY CLASS B shareholders Q3 2021
NameSharesValueWeighting ↓
Kalos Management, Inc. 845,319$27,579,0007.47%
Outlook Wealth Advisors, LLC 113,123$3,738,0001.10%
BOK Financial Private Wealth, Inc. 63,459$1,991,0000.14%
Nicollet Investment Management, Inc. 6,667$209,0000.08%
Cassady Schiller Wealth Management, LLC 1,333$42,0000.02%
VAUGHAN DAVID INVESTMENTS LLC/IL 19,883$624,0000.02%
MOTCO 1,713$37,0000.00%
IFP Advisors, Inc 2,727$91,0000.00%
Ancora Advisors LLC 125$4,0000.00%
View complete list of PHILLIPS EDISON & COMPANY CLASS B shareholders