RSM US WEALTH MANAGEMENT LLC
CIK
0001679031
City
MINNEAPOLIS
State / Country
MN
Holdings in MMU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $541,762 | 51,893 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $501,934 | 48,543 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $484,209 | 48,910 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $507,605 | 49,330 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $476,105 | 46,677 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $474,000 | 43,727 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $427,123 | 41,268 | Shares | Sole | 2024-08-07 |