PWP
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Principle Wealth Partners’s W.P. Carey WPC Stock Holding History

Principle Wealth Partners’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,240
Closed -$202K – 347
2024
Q3 		$202K Buy
+3,240
New +$202K 0.01% 332