A detailed history of Forza Wealth Management, LLC transactions in Public Storage stock. As of the latest transaction made, Forza Wealth Management, LLC holds 697 shares of PSA stock, worth $244,897. This represents 0.12% of its overall portfolio holdings.

Number of Shares
697
Previous 698 0.14%
Holding current value
$244,897
Previous $201 Million 26.32%
% of portfolio
0.12%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$283.13 - $365.01 $283 - $365
-1 Reduced 0.14%
697 $254 Million
Q4 2023

Jan 24, 2024

BUY
$237.99 - $307.8 $166,117 - $214,844
698 New
698 $213 Million
Q1 2023

May 03, 2023

BUY
$271.18 - $311.46 $189,283 - $217,399
698 New
698 $211 Million

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $61.7B
  • Description
  • Public Storage, a member of the S&P 500 and FT Global 500, is a REIT that primarily acquires, develops, owns and operates self-storage facilities. At September 30, 2020, we had: (i) interests in 2,504 self-storage facilities located in 38 states with approximately 171 million net rentable square feet in the United States, (ii) an approximate...
More about PSA
Track This Portfolio

Track Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.