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Walden Wealth Partners LLC

SEC CIK
0002015425
Latest filing
Jul 11, 2024

WPC holding history

W. P. Carey Inc. in every 13F filed by Walden 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 2024 holdings

Shares (Q2 2024)
9,851
Value
$542.3K
% of portfolio
0.3%
Quarters held
3
Since Q4 2023
Holdings of WPC by Walden Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20249,851$542.3K0.3%00.0%UnchangedHolders
Q1 20249,851$542.8K0.3%00.0%UnchangedHolders
Q4 20239,851$638.4K0.4%–No prior filingHolders