Modern Wealth Management, LLC's ownership history for WPC

Modern Wealth Management, LLC currently holds 8.8K shares with a market value of $596.1K. It started holding WPC on 2024-09-30. At its peak, it held 9.3K shares on 2025-06-30. Its highest holding value was $596.1K on 2025-09-30. At its lowest, it held 8.3K shares on 2024-09-30, with a value of $501.5K on 2024-12-31. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 345. In the recent year, Modern Wealth Management, LLC has increased its shares by 538.