A detailed history of Integrated Wealth Concepts LLC transactions in Public Storage stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,175 shares of PSA stock, worth $1.46 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,175
Previous 11,152 62.56%
Holding current value
$1.46 Million
Previous $3.21 Million 52.63%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$283.13 - $365.01 $1.98 Million - $2.55 Million
-6,977 Reduced 62.56%
4,175 $1.52 Million
Q2 2024

Aug 14, 2024

BUY
$257.73 - $293.34 $35,309 - $40,187
137 Added 1.24%
11,152 $3.21 Million
Q1 2024

May 15, 2024

BUY
$274.16 - $311.83 $210,006 - $238,861
766 Added 7.47%
11,015 $3.2 Million
Q4 2023

Feb 13, 2024

BUY
$237.99 - $307.8 $120,898 - $156,362
508 Added 5.22%
10,249 $3.13 Million
Q3 2023

Nov 15, 2023

BUY
$263.15 - $301.64 $354,989 - $406,912
1,349 Added 16.07%
9,741 $2.57 Million
Q2 2023

Aug 15, 2023

BUY
$280.01 - $314.05 $1.15 Million - $1.29 Million
4,104 Added 95.71%
8,392 $2.45 Million
Q1 2023

May 03, 2023

BUY
$271.18 - $311.46 $800,523 - $919,429
2,952 Added 220.96%
4,288 $1.3 Million
Q4 2022

Feb 13, 2023

BUY
$276.09 - $311.54 $46,383 - $52,338
168 Added 14.38%
1,336 $374,000
Q3 2022

Nov 14, 2022

SELL
$18.47 - $344.52 $941 - $17,570
-51 Reduced 4.18%
1,168 $342,000
Q2 2022

Aug 08, 2022

BUY
$297.48 - $419.9 $362,628 - $511,858
1,219 New
1,219 $381,000
Q1 2022

May 12, 2022

SELL
$342.38 - $396.47 $363,607 - $421,051
-1,062 Closed
0 $0
Q4 2021

Feb 15, 2022

SELL
$295.26 - $374.56 $288,469 - $365,945
-977 Reduced 47.92%
1,062 $398,000
Q3 2021

Nov 15, 2021

BUY
$296.74 - $331.04 $605,052 - $674,990
2,039 New
2,039 $606,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $61.4B
  • 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
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