Iht Wealth Management, LLC Wisdomtree U.S. Short Term Cor Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$46.76 - $47.51 $8,790 - $8,931	188 Added 4.16%	4,710 $220,000
Q1 2023 May 15, 2023	BUY	$46.41 - $47.62 $209,866 - $215,337	4,522 New	4,522 $213,000

Others Institutions Holding SFIG

# of Institutions

22

Shares Held

743K

Call Options Held

0

Put Options Held

0

Prime Capital Investment Advisors, LLC Overland Park, KS

231K
Shares

$11.2 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

144K
Shares

$7 Million
0.0% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

56.5K
Shares

$2.75 Million
1.19% of portfolio
Wt Wealth Management

50.4K
Shares

$2.45 Million
0.63% of portfolio
Global Retirement Partners, LLC

49.3K
Shares

$2.4 Million
0.07% of portfolio

About WISDOMTREE U.S. SHORT TERM COR

Ticker SFIG
Sector ETFs
Industry ETFs

More about SFIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.