RSM US WEALTH MANAGEMENT LLC
Holdings in EFSI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,403,920 | 60,400 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $2,284,932 | 60,400 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,849,448 | 60,400 | Shares | Sole | 2025-08-13 |