Skip to main content

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

PECO holding history

Phillips Edison & Company, Inc. in every 13F filed by SOA Wealth Advisors, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PECO overviewAll 13F holders of PECOFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2022
Holdings of PECO by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−332−100.0%Sold outHolders
Q3 2024332$12.5K<0.1%00.0%UnchangedHolders
Q2 2024332$10.9K<0.1%00.0%UnchangedHolders
Q1 2024332$11.9K<0.1%00.0%UnchangedHolders
Q4 2023332$12.1K<0.1%00.0%UnchangedHolders
Q3 2023332$11.1K<0.1%00.0%UnchangedHolders
Q2 2023332$11.3K<0.1%00.0%UnchangedHolders
Q1 2023332$10.8K<0.1%00.0%UnchangedHolders
Q4 2022332$10.6K<0.1%00.0%UnchangedHolders
Q3 2022332$9.00K<0.1%+332NewHolders