Prevail Innovative Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Prevail Innovative Wealth Advisors’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	$1.36M	Sell
2025 Q1	$1.47M	Sell
2024 Q4	$1.83M	Sell
2024 Q3	$5.07M	Sell
2024 Q2	$7.02M	Sell
2024 Q1	$7.67M	Sell
2023 Q4	$9.92M	Buy
2023 Q3	$9.48M	Buy
2023 Q2	$498K	Buy