A detailed history of Dynamic Wealth Strategies, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 114 shares of ESS stock, worth $31,101. This represents 0.03% of its overall portfolio holdings.

Number of Shares
114
Previous 56 103.57%
Holding current value
$31,101
Previous $15,000 126.67%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$272.82 - $272.82 $15,823 - $15,823
58 Added 103.57%
114 $34,000
Q1 2024

May 15, 2024

SELL
$225.59 - $249.87 $4,060 - $4,497
-18 Reduced 24.32%
56 $14,000
Q4 2023

Feb 13, 2024

BUY
$205.66 - $252.75 $15,218 - $18,703
74 New
74 $18.3 Million

Others Institutions Holding ESS

About ESSEX PROPERTY TRUST, INC.


  • Ticker ESS
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 64,753,800
  • Market Cap $17.7B
  • Description
  • Essex Property Trust, Inc., an S&P 500 company, is a fully integrated real estate investment trust (REIT) that acquires, develops, redevelops, and manages multifamily residential properties in selected West Coast markets. Essex currently has ownership interests in 246 apartment communities comprising approximately 60,000 apartment homes with...
More about ESS
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, 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 Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.