RSM US WEALTH MANAGEMENT LLC
Holdings in ACP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $536,504 | 99,169 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $507,935 | 87,575 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $624,255 | 105,806 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $312,440 | 53,046 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $220,442 | 36,925 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $271,916 | 41,075 | Shares | Sole | 2024-11-07 |