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Wp Carey shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Wp Carey

Tip: Access up to 7 years of quarterly data

All positions including Wp Carey held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 271 56.41
2023-09-30 $14k 262 54.11
2023-06-30 $17k 258 67.62
2023-03-31 $20k 255 77.31

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Wp Carey

Vanguard Group
BlackRock
Geode Capital Management
Legal & General Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
Massachusetts Financial Services
Bank of New York Mellon
Charles Schwab Investment Management
Daiwa Securities Group
PGGM Vermogensbeheer B.V.
Ubs Global Asset Management Americas
Northern Trust
Balyasny Asset Management
UBS Group

View all funds holding Wp Carey