AWA
USFR

Amplius Wealth Advisors’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Amplius Wealth Advisors’s Portfolio USFR Stock Details USFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-367,351
Closed -$9.22M – 1032
2021
Q4 		$9.22M Buy
+367,351
New +$9.22M 1.27% 22