Defined Financial Planning LLC Wisdomtree U.S. Short Term Cor Transaction History
Defined Financial Planning LLC
- $93.7 Billion
- Q4 2024
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree U.S. Short Term Cor stock. As of the latest transaction made, Defined Financial Planning LLC holds 26,207 shares of SFIG stock, worth $1.28 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
26,207Holding current value
$1.28 Million% of portfolio
1.34%Shares
1 transactions
Others Institutions Holding SFIG
# of Institutions
24Shares Held
677KCall Options Held
0Put Options Held
0-
Prime Capital Investment Advisors, LLC Overland Park, KS235KShares$11.5 Million0.17% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL60.8KShares$2.96 Million1.22% of portfolio
-
Global Retirement Partners, LLC58.5KShares$2.85 Million0.08% of portfolio
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Wt Wealth Management50.3KShares$2.45 Million0.79% of portfolio
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Private Advisor Group, LLC37.5KShares$1.83 Million0.01% of portfolio