Beacon Financial Advisory LLC Wisdomtree U.S. Short Term Cor Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 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 6,687 shares of SFIG stock, worth $325,790. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,687
Previous 7,629 12.35%
Holding current value
$325,790
Previous $371,000 12.4%
% of portfolio
0.09%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
N/A
-942 Reduced 12.35%
6,687 $325,000
Q2 2025

Jul 22, 2025
SELL
N/A
-1,885 Reduced 19.81%
7,629 $371,000
Q1 2025

Apr 24, 2025
BUY
N/A
9,514 New
9,514 $463,000

Others Institutions Holding SFIG

# of Institutions
26
Shares Held
762K
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. SHORT TERM COR

SFIG Quotes by TradingView
  • Ticker SFIG
  • Sector ETFs
  • Industry ETFs
More about SFIG
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