RSM US WEALTH MANAGEMENT LLC
CIK
0001679031
City
MINNEAPOLIS
State / Country
MN
Holdings in BTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $340,332 | 31,425 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $351,401 | 31,801 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $403,483 | 36,949 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $399,309 | 37,249 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $388,222 | 37,115 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $420,236 | 37,255 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $404,666 | 37,784 | Shares | Sole | 2024-08-07 |