Rmr Wealth Builders Wisdomtree U.S. Short Term Cor Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$51.27 - $51.66 $14,970 - $15,084	-292 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$51.16 - $51.83 $14,938 - $15,134	292 New	292 $15,000

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
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