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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.05M Buy
10,404
+146
+1% +$42.8K 1% 28
2025
Q1 		$3.07M Buy
+10,258
New +$3.07M 1.09% 31