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
9,514Holding current value
$463,522% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SFIG
# of Institutions
30Shares Held
949KCall Options Held
0Put Options Held
0-
Prime Capital Investment Advisors, LLC Overland Park, KS316KShares$15.4 Million0.19% of portfolio
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Lpl Financial LLC Fort Mill, SC97.5KShares$4.75 Million0.0% of portfolio
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Jane Street Group, LLC New York, NY85.1KShares$4.15 Million0.0% of portfolio
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Invenio Wealth Partners LLC Coral Gables, FL63.5KShares$3.09 Million1.29% of portfolio
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Jpmorgan Chase & CO New York, NY62.4KShares$3.04 Million0.0% of portfolio