Skip to main content

Connectus Wealth, LLC

SEC CIK
0001857493
Latest filing
May 14, 2024

WPC holding history

W. P. Carey Inc. in every 13F filed by Connectus Wealth, 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 Q1 2024 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2023
Holdings of WPC by Connectus Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−13,645−100.0%Sold outHolders
Q3 202313,645$737.9K<0.1%+13,645NewHolders