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

Avior Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$734K	Sell
2025 Q1	$736K	Sell
2024 Q4	$824K	Buy
2024 Q3	$746K	Buy
2024 Q2	$740K	Buy
2024 Q1	$230K	Buy
2023 Q4	$15.7K	Buy
2023 Q3	–	Sell
2023 Q2	$5.28K	Sell
2023 Q1	$5.38K	Buy