FWP
EXR icon

Fiduciary Wealth Partners’s Extra Space Storage EXR Stock Holding History

Fiduciary Wealth Partners’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$88.5K Sell
600
-696
-54% -$103K 0.08% 56
2025
Q1 		$192K Buy
+1,296
New +$192K 0.17% 43