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Ethos Financial Group’s W.P. Carey WPC Stock Holding History

Ethos Financial Group’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$383K Buy
6,138
+245
+4% +$15.3K 0.03% 304
2025
Q1 		$372K Buy
+5,893
New +$372K 0.04% 290