Smallwood Wealth Investment Management, LLC Wisdomtree U.S. Short Term Cor Transaction History
Smallwood Wealth Investment Management, LLC
- $185 Million
- Q3 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Wisdomtree U.S. Short Term Cor stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 1 shares of SFIG stock, worth $48. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1
Previous 1
-0.0%
Holding current value
$48
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SFIG
# of Institutions
26Shares Held
762KCall Options Held
0Put Options Held
0-
Prime Capital Investment Advisors, LLC Overland Park, KS326KShares$15.9 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC96.6KShares$4.71 Million0.0% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL71.5KShares$3.48 Million1.27% of portfolio
-
Jpmorgan Chase & CO New York, NY43.5KShares$2.12 Million0.0% of portfolio
-
Wt Wealth Management40KShares$1.95 Million0.59% of portfolio