Beacon Harbor Wealth Advisors’s Texas Capital Government Money Market ETF MMKT Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio MMKT Stock Details MMKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,576	Closed	-$1.36M	–	94
2024 Q4	$1.36M	Buy	+13,576	New	+$1.36M	0.32%	54

Other funds holding MMKT

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $361M AUM 17.13% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return