Defined Financial Planning LLC SFIG Holdings History
Defined Financial Planning LLC's WisdomTree U.S. Short-Term Corporate Bond Fund Holding Summary
As of 2025-06-30, Defined Financial Planning LLC held - shares of WisdomTree U.S. Short-Term Corporate Bond Fund(SFIG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Defined Financial Planning LLC now holds -% of the outstanding WisdomTree U.S. Short-Term Corporate Bond Fund(SFIG) stock.
The initial trade took place in 2024Q4. And since then Defined Financial Planning LLC has made 1 purchases of SFIG, at an average price of $48.37, for a total of 27,867.00 shares. In addition, there have been 1 sales at an average price of $48.45 for 27,867.00 shares. Based on historical transaction data and SFIG's current price of $47.87, Defined Financial Planning LLC's estimated gain on his SFIG holdings is $2,116.69, reflecting a 0.16% gain to date.
Defined Financial Planning LLC SFIG ($47.87) Holding Chart
Defined Financial Planning LLC SFIG ($47.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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