RSM US WEALTH MANAGEMENT LLC
Holdings in CEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,958,860 | 86,438 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $3,189,681 | 86,936 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,353,248 | 78,181 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $2,155,750 | 75,880 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $1,802,908 | 75,880 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $1,858,301 | 75,880 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $1,682,569 | 76,307 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $1,552,084 | 76,307 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $1,453,102 | 75,880 | Shares | Sole | 2024-02-05 |