Beacon Financial Advisory LLC Wisdomtree U.S. Short Term Cor Transaction History

Beacon Financial Advisory LLC

$298 Million
Q1 2025

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree U.S. Short Term Cor stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 9,514 shares of SFIG stock, worth $463,522. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,514

Holding current value

$463,522

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 24, 2025	BUY	N/A	9,514 New	9,514 $463,000

Others Institutions Holding SFIG

# of Institutions

Shares Held

694K

Call Options Held

Put Options Held

Prime Capital Investment Advisors, LLC Overland Park, KS

235K
Shares

$11.5 Million
0.17% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

60.8K
Shares

$2.96 Million
1.22% of portfolio
Global Retirement Partners, LLC

58.5K
Shares

$2.85 Million
0.08% of portfolio
Wt Wealth Management

50.3K
Shares

$2.45 Million
0.79% of portfolio
Private Advisor Group, LLC

37.5K
Shares

$1.83 Million
0.01% of portfolio

View Full List

About WISDOMTREE U.S. SHORT TERM COR

Ticker SFIG
Sector ETFs
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Beacon Financial Advisory LLC Wisdomtree U.S. Short Term Cor Transaction History