Skip to main content

Pinnacle Wealth Advisors

SEC CIK
0001698283
Latest filing
Jul 21, 2021

WPC holding history

W. P. Carey Inc. in every 13F filed by Pinnacle Wealth Advisors, 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 2021 holdings

Shares (Q2 2021)
11,250
Value
$839.0K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2021
Holdings of WPC by Pinnacle Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202111,250$839.0K<0.1%–No prior filingHolders