Avidian Wealth Solutions, LLC
- SEC CIK
- 0001471474
- Latest filing
- Jul 24, 2026
WPC holding history
W. P. Carey Inc. in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WPC overviewAll 13F holders of WPCFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −3,956−100.0% | Sold out | Holders |
| Q3 2023 | 3,956 | $213.9K | <0.1% | +851+27.4% | Added | Holders |
| Q2 2023 | 3,105 | $209.8K | <0.1% | −4,123−57.0% | Reduced | Holders |
| Q1 2023 | 7,228 | $559.8K | <0.1% | +1,595+28.3% | Added | Holders |
| Q4 2022 | 5,633 | $440.2K | <0.1% | +5,633 | New | Holders |