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Savvy Advisors Inc’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Savvy Advisors Inc’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,819
Closed -$343K – 309
2024
Q1 		$343K Sell
6,819
-3,227
-32% -$162K 0.2% 146
2023
Q4 		$505K Buy
+10,046
New +$505K 0.49% 57