WLPWM
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Walled Lake Planning & Wealth Management’s Public Storage PSA Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.05M Buy
2025
Q1 		$3.07M Buy