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Polaris Wealth Advisory Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Polaris Wealth Advisory Group’s Portfolio USFR Stock Details USFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-187,568
Closed -$9.44M – 180
2022
Q2 		$9.44M Buy
+187,568
New +$9.44M 0.75% 40