Wealthquest Corp ESS Holdings History
Wealthquest Corp's Essex Property Trust Inc Holding Summary
As of 2025-03-31, Wealthquest Corp held 1.25 Mil shares of Essex Property Trust Inc(ESS), totaling $99.51 Mil. This investment constitutes 8.31% of their stock portfolio, and Wealthquest Corp now holds 1.95% of the outstanding Essex Property Trust Inc(ESS) stock.
The initial trade took place in 2025Q1. And since then Wealthquest Corp has made 1 purchases of ESS, at an average price of $292.18, for a total of 1.25 Mil shares. Based on historical transaction data and ESS's current price of $292.58, Wealthquest Corp's estimated gain on his ESS holdings is $501,817.60, reflecting a 0.14% gain to date.
Wealthquest Corp ESS ($292.58) Holding Chart
Wealthquest Corp ESS ($292.58) 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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