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W.P. Carey
71.73
USD
+0.15
0.21%
At close
Updated
Aug 25, 2:53 PM EDT
Pre-market
After hours
1 day
0.21%
5 days
0.22%
1 month
-5.88%
3 months
-4.21%
6 months
-2.26%
Year to date
10.59%
1 year
8.91%
5 years
-4.36%
10 years
9.75%
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 |
|
|---|---|---|---|---|---|---|
| 851 |
SP
851
SWS Partners
Columbus,
Ohio
| – | -$15.1K | -274 | Closed |
|
| 852 |
TWP
852
Triad Wealth Partners
Lawrence,
Kansas
| – | -$15.1K | -274 | Closed |
|
| 853 |
BONH
853
Bank of New Hampshire
Laconia,
New Hampshire
| – | -$12.7K | -231 | Closed |
|
| 854 |
MTC
854
Matrix Trust Company
Denver,
Colorado
| – | -$12K | -222 | Closed |
|
| 855 |
OWA
855
Opal Wealth Advisors
Jericho,
New York
| – | -$11.5K | -209 | Closed |
|
| 856 |
MHR
856
Matthew Hamilton Rosenberg
| – | -$7.05K | -129 | Closed |
|
| 857 |
RFG
857
RFP Financial Group
Atlanta,
Georgia
| – | -$5.5K | -100 | Closed |
|
| 858 |
WIA
858
Wetzel Investment Advisors
Indianapolis,
Indiana
| – | -$5.64K | -100 | Closed |
|
| 859 |
ZB
859
Zions Bancorporation
Salt Lake City,
Utah
| – | -$1.82K | -33 | Closed |
|
| 860 |
BL
860
BFSG LLC
Irvine,
California
| – | -$551 | -10 | Closed |
|
| 861 |
SA
861
Scarborough Advisors
Annapolis,
Maryland
| – | -$220 | -4 | Closed |
|