A detailed history of Ivc Wealth Advisors LLC transactions in Public Storage stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 1,461 shares of PSA stock, worth $472,867. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,461
Previous 1,465 0.27%
Holding current value
$472,867
Previous $421,000 26.13%
% of portfolio
0.29%
Previous 0.24%

Shares

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

Oct 24, 2024

SELL
$283.13 - $365.01 $1,132 - $1,460
-4 Reduced 0.27%
1,461 $531,000
Q2 2024

Jul 16, 2024

BUY
$257.73 - $293.34 $39,174 - $44,587
152 Added 11.58%
1,465 $421,000
Q1 2024

Apr 19, 2024

BUY
$274.16 - $311.83 $44,139 - $50,204
161 Added 13.98%
1,313 $380,000
Q4 2023

Jan 10, 2024

BUY
$237.99 - $307.8 $64,971 - $84,029
273 Added 31.06%
1,152 $351,000
Q3 2023

Oct 05, 2023

BUY
$263.15 - $301.64 $31,314 - $35,895
119 Added 15.66%
879 $231,000
Q2 2021

Jul 13, 2021

BUY
$251.94 - $304.75 $191,474 - $231,610
760 New
760 $229,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $56.8B
  • 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 Ivc Wealth Advisors LLC Portfolio

Follow Ivc Wealth Advisors 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 Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.