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W.P. Carey
71.75
USD
+0.17
0.24%
At close
Updated
Aug 25, 2:56 PM EDT
Pre-market
After hours
1 day
0.24%
5 days
0.25%
1 month
-5.85%
3 months
-4.18%
6 months
-2.23%
Year to date
10.62%
1 year
8.94%
5 years
-4.33%
10 years
9.78%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 576 |
PWAG
576
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$15K | -239 | Closed |
|
| 577 |
OSAM
577
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$4K | -68 | Closed |
|
| 578 |
TPWA
578
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$1.57K | -25 | Closed |
|