BWM
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Brown Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Brown Wealth Management’s Portfolio USDU Stock Details USDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-32,827
Closed -$871K – 102
2023
Q2 		$871K Buy
+32,827
New +$871K 0.45% 39