AXXCESS WEALTH MANAGEMENT, LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 357 filers reported holding PHILLIPS EDISON & CO INC in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$842,189
+205.8%
25,110
+210.8%
0.03%
+45.0%
Q2 2023$275,366
-8.5%
8,080
-12.4%
0.02%
-13.0%
Q1 2023$300,985
-2.5%
9,227
-4.8%
0.02%
-8.0%
Q4 2022$308,752
+13.5%
9,6970.0%0.02%
-3.8%
Q3 2022$272,000
-16.0%
9,6970.0%0.03%
-13.3%
Q2 2022$324,000
-2.7%
9,6970.0%0.03%
+15.4%
Q1 2022$333,0009,6970.03%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q2 2023
NameSharesValueWeighting ↓
Kalos Management, Inc. 44,261$1,508,4153.24%
B&I Capital AG 209,395$7,136,1822.38%
FirstPurpose Wealth LLC 134,190$4,573,1951.96%
My Legacy Advisors, LLC 77,462$2,621,3141.03%
CALTON & ASSOCIATES, INC. 52,155$1,777,4570.83%
O'Dell Group, LLC 82,161$2,800,0530.80%
Accel Wealth Management 39,293$1,339,1150.74%
Johnson Midwest Financial, LLC 20,501$698,6740.62%
Alpha Omega Group, Inc. 9,681$329,9280.61%
McAdam, LLC 198,272$6,757,1100.56%
View complete list of PHILLIPS EDISON & CO INC shareholders