A detailed history of Wealth Plan Partners, LLC transactions in Public Storage stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,848 shares of PSA stock, worth $623,847. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,848
Previous 1,848 -0.0%
Holding current value
$623,847
Previous $532 Million 26.5%
% of portfolio
0.09%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$257.73 - $293.34 $1,288 - $1,466
-5 Reduced 0.27%
1,848 $532 Million
Q1 2024

May 07, 2024

BUY
$274.16 - $311.83 $1,370 - $1,559
5 Added 0.27%
1,853 $537 Million
Q4 2023

Jan 05, 2024

BUY
$237.99 - $307.8 $11,423 - $14,774
48 Added 2.67%
1,848 $564 Million
Q3 2020

Dec 18, 2020

BUY
$185.36 - $224.74 $333,648 - $404,532
1,800 New
1,800 $417,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $59.3B
  • 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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