RSM US WEALTH MANAGEMENT LLC
CIK
0001679031
City
MINNEAPOLIS
State / Country
MN
Holdings in BOE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $326,217 | 27,858 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $292,929 | 25,318 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $292,830 | 25,800 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $366,176 | 33,749 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $407,978 | 37,881 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $469,147 | 41,665 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $456,336 | 43,010 | Shares | Sole | 2024-08-07 |