A detailed history of Dynamic Wealth Strategies, LLC transactions in Public Storage stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 411 shares of PSA stock, worth $138,034. This represents 0.12% of its overall portfolio holdings.

Number of Shares
411
Previous 343 19.83%
Holding current value
$138,034
Previous $99,000 51.52%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Nov 13, 2024

BUY
$283.13 - $365.01 $19,252 - $24,820
68 Added 19.83%
411 $150,000
Q2 2024

Aug 15, 2024

BUY
$257.73 - $293.34 $515 - $586
2 Added 0.59%
343 $99,000
Q1 2024

May 15, 2024

SELL
$274.16 - $311.83 $2,193 - $2,494
-8 Reduced 2.29%
341 $99,000
Q4 2023

Feb 13, 2024

BUY
$237.99 - $307.8 $83,058 - $107,422
349 New
349 $106 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 $59B
  • 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 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.