PIWA
Prevail Innovative Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
27,131
-2,015
| -7% | -$101K | 0.31% | 113 |
|
|
2025
Q1 | $1.47M | Sell |
29,146
-7,267
| -20% | -$366K | 0.39% | 80 |
|
|
2024
Q4 | $1.83M | Sell |
36,413
-64,488
| -64% | -$3.25M | 0.53% | 61 |
|
|
2024
Q3 | $5.07M | Sell |
100,901
-38,658
| -28% | -$1.94M | 1.54% | 13 |
|
|
2024
Q2 | $7.02M | Sell |
139,559
-12,875
| -8% | -$648K | 2.48% | 3 |
|
|
2024
Q1 | $7.67M | Sell |
152,434
-45,086
| -23% | -$2.27M | 2.85% | 3 |
|
|
2023
Q4 | $9.92M | Buy |
197,520
+9,066
| +5% | +$455K | 4.73% | 1 |
|
|
2023
Q3 | $9.48M | Buy |
188,454
+178,553
| +1,803% | +$8.98M | 4.92% | 2 |
|
|
2023
Q2 | $498K | Buy |
+9,901
| New | +$498K | 0.27% | 72 |
|