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Avior Wealth Management, LLC → PECO

Avior Wealth Management, LLC PECO Position History

Phillips Edison & Company, Inc. • Real Estate

Quarters held
3
Latest value
$689K
Q3 2026
Peak value
$874K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$786K
Q2 2026$874K
Q3 2026$689K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$689K18.5K——
Q2 2026$874K21.0K——
Q1 2026$786K21.0K——

Other funds holding PECO

Other Avior Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$255.1M
VGES

VANGUARD INDEX FDS

$237.6M
VGES

VANGUARD INDEX FDS

$218.2M
VGES

VANGUARD INDEX FDS

$211.3M
VGES

VANGUARD INDEX FDS

$189.9M
ETHA

ISHARES TR

$163.2M
ETHA

ISHARES TR

$160.9M
ETHA

ISHARES TR

$133.3M