RSM US WEALTH MANAGEMENT LLC
Holdings in IX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $720,331 | 24,652 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $521,198 | 19,954 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $390,924 | 17,359 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $335,994 | 16,084 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $62,399 | 2,937 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $79,053 | 3,406 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $63,018 | 2,831 | Shares | Sole | 2024-08-07 |