BPWA
USFR

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

Beacon Pointe Wealth Advisors’s Portfolio USFR Stock Details USFR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
2019
Q2 		$207K Hold
2019
Q1 		$207K Buy