PHILLIPS EDISON & CO INC

Ticker: PECO CUSIP: 71844V201 Class: COMMON STOCK

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 8,217 Value ($000) $282 Avg Close — Range —
Q2 2025
Shares 8,088 Value ($000) $283 Avg Close — Range —
Q1 2025
Shares 9,119 Value ($000) $333 Avg Close — Range —
Q2 2024
Shares 7,123 Value ($000) $233 Avg Close — Range —
Q1 2024
Shares 7,108 Value ($000) $255 Avg Close — Range —
Q4 2023
Shares 8,559 Value ($000) $312 Avg Close — Range —
Q3 2023
Shares 8,557 Value ($000) $287 Avg Close — Range —
Q2 2023
Shares 8,513 Value ($000) $290 Avg Close — Range —
Q1 2023
Shares 10,246 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 28,512 Value ($000) $800 Avg Close — Range —
Q2 2022
Shares 28,512 Value ($000) $953 Avg Close — Range —