WP
LSI

WealthPLAN Partners’s Life Storage, Inc. LSI Stock Holding History

WealthPLAN Partners’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,837
Closed -$244K – 1259
2023
Q2 		$244K Hold
1,837
– – 0.03% 265
2023
Q1 		$241K Hold
1,837
– – 0.03% 277
2022
Q4 		$227K Buy
+1,837
New +$192K 0.02% 356
2022
Q1 		$243K Hold
1,837
– – 0.02% 349
2021
Q4 		$248K Hold
1,837
– – 0.02% 346
2021
Q3 		$260K Hold
1,837
– – 0.02% 331
2021
Q2 		$219K Buy
+1,837
New +$181K 0.02% 328

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return