RSM US WEALTH MANAGEMENT LLC
Holdings in AGD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $391,158 | 33,547 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $512,873 | 38,504 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $425,084 | 38,504 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $410,909 | 41,256 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $506,170 | 51,650 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $545,039 | 51,322 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $497,262 | 50,949 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $564,704 | 58,157 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $715,500 | 76,606 | Shares | Sole | 2024-02-05 |