TWM
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TSA Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

TSA Wealth Management’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
Q1 		– Sell
-5,294
Closed -$266K – 65
2023
Q4 		$266K Buy
+5,294
New +$266K 0.12% 49