WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC PSA Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Public Storage Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 10,258.00 shares of Public Storage(PSA), totaling $3.07 Mil. This investment constitutes 1.09% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Public Storage(PSA) stock.
The initial trade took place in 2025Q1. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 1 purchases of PSA, at an average price of $299.06, for a total of 10,258.00 shares. Based on historical transaction data and PSA's current price of $288.84, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his PSA holdings is $-104,836.76, reflecting a -3.42% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC PSA ($288.84) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC PSA ($288.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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