RSM US WEALTH MANAGEMENT LLC
Holdings in INVZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $171,453 | 201,000 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $410,040 | 201,000 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $329,640 | 201,000 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $131,052 | 201,000 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $336,000 | 200,000 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $165,600 | 200,000 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $185,600 | 200,000 | Shares | Sole | 2024-08-07 |