RSM US WEALTH MANAGEMENT LLC
CIK
0001679031
City
MINNEAPOLIS
State / Country
MN
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,021,545 | 79,251 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $1,138,999 | 87,548 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,090,431 | 87,938 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,075,457 | 88,661 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $1,174,691 | 93,008 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $1,200,358 | 92,052 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $1,137,177 | 92,604 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $284,329 | 22,248 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $393,724 | 31,248 | Shares | Sole | 2024-02-05 |