RSM US WEALTH MANAGEMENT LLC
Holdings in MPT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,660,555 | 332,111 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $1,676,689 | 330,708 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,428,420 | 331,420 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $2,063,453 | 342,198 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $1,355,557 | 343,179 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $2,074,842 | 354,674 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $1,588,536 | 368,570 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $57,260 | 12,183 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $79,276 | 16,146 | Shares | Sole | 2024-02-05 |
| 2023-06-30 | $171,402 | 18,510 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $150,910 | 18,359 | Shares | Sole | 2023-05-15 |