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Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Principle Wealth Partners 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 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2024
Holdings of WPC by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−3,240−100.0%Sold outHolders
Q3 20243,240$201.9K<0.1%+3,240NewHolders