Financial Synergies Wealth Advisors, Inc. W. P. Carey Inc. Transaction History

Financial Synergies Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$54.84 - $67.37 $14,861 - $18,257	271 New	271 $15.3 Million
Q4 2023 Apr 04, 2024	SELL	$52.21 - $65.68 $13,679 - $17,208	-262 Closed	0 $0
Q3 2023 Apr 04, 2024	BUY	$54.08 - $73.02 $216 - $292	4 Added 1.55%	262 $14.2 Million
Q2 2023 Apr 04, 2024	BUY	$66.29 - $76.27 $198 - $228	3 Added 1.18%	258 $17.4 Million
Q1 2023 Apr 04, 2024	BUY	$75.21 - $85.55 $19,178 - $21,815	255 New	255 $19.7 Million

833

147M

1.26M

622K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $12.5B
Description
W. P. Carey ranks among the largest net lease REITs with an enterprise value of approximately $18 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,215 net lease properties covering approximately 142 million square feet as of September 30, 2020. For nearly five decades, the company has invested ...

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.