A detailed history of Integrated Wealth Concepts LLC transactions in National Storage Affiliates Trust stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 6,583 shares of NSA stock, worth $291,956. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,583
Previous 5,501 19.67%
Holding current value
$291,956
Previous $226,000 40.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$39.73 - $49.13 $42,987 - $53,158
1,082 Added 19.67%
6,583 $317,000
Q2 2024

Aug 14, 2024

SELL
$34.92 - $42.32 $7,228 - $8,760
-207 Reduced 3.63%
5,501 $226,000
Q1 2024

May 15, 2024

SELL
$35.52 - $42.49 $6,961 - $8,328
-196 Reduced 3.32%
5,708 $223,000
Q4 2023

Feb 13, 2024

SELL
$28.4 - $42.1 $62,167 - $92,156
-2,189 Reduced 27.05%
5,904 $244,000
Q3 2023

Nov 15, 2023

BUY
$31.74 - $36.73 $14,251 - $16,491
449 Added 5.87%
8,093 $256,000
Q2 2023

Aug 15, 2023

BUY
$33.82 - $42.96 $22,185 - $28,181
656 Added 9.39%
7,644 $266,000
Q1 2023

May 03, 2023

BUY
$35.2 - $44.58 $1,020 - $1,292
29 Added 0.42%
6,988 $292,000
Q4 2022

Feb 13, 2023

BUY
$35.71 - $42.98 $1,285 - $1,547
36 Added 0.52%
6,959 $251,000
Q3 2022

Nov 14, 2022

BUY
$25.24 - $55.52 $13,326 - $29,314
528 Added 8.26%
6,923 $288,000
Q2 2022

Aug 08, 2022

BUY
$45.6 - $66.75 $291,612 - $426,866
6,395 New
6,395 $320,000

Others Institutions Holding NSA

About National Storage Affiliates Trust


  • Ticker NSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 91,761,600
  • Market Cap $4.07B
  • Description
  • National Storage Affiliates Trust is a Maryland real estate investment trust focused on the ownership, operation and acquisition of self storage properties located within the top 100 metropolitan statistical areas throughout the United States. As of September 30, 2020, the Company held ownership interests in and operated 788 self storage propert...
More about NSA
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