Integrated Wealth Concepts LLC Public Storage Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Public Storage stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,361 shares of PSA stock, worth $1.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,361

Previous 4,175 4.46%

Holding current value

$1.3 Million

Previous $1.52 Million 14.09%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$289.33 - $360.21 $53,815 - $66,999	186 Added 4.46%	4,361 $1.31 Million
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

# of Institutions

1,226

Shares Held

136M

Call Options Held

330K

Put Options Held

194K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $52.2B
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...

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Integrated Wealth Concepts LLC Public Storage Transaction History