AWM
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Apollon Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Apollon Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,990
Closed -$552K – 1165
2023
Q4 		$552K Sell
10,990
-104
-0.9% -$5.23K 0.02% 623
2023
Q3 		$558K Buy
+11,094
New +$558K 0.03% 524