Ethos Financial Group, LLC's ownership history for WPC

Ethos Financial Group, LLC currently holds 5.8K shares with a market value of $370.1K. It started holding WPC on 2025-03-31. At its peak, it held 6.1K shares on 2025-06-30. Its highest holding value was $414.7K on 2025-09-30. At its lowest, it held 5.8K shares on 2025-12-31, with a value of $370.1K on 2025-12-31. In the recent 180 days, Ethos Financial Group, LLC has decreased its shares by 387. In the recent year, Ethos Financial Group, LLC has decreased its shares by 142.