RSM US WEALTH MANAGEMENT LLC
Holdings in PAXS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,104,017 | 72,158 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $1,032,608 | 63,467 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $862,448 | 57,078 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,377,948 | 85,800 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $1,250,927 | 82,028 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $976,663 | 58,729 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $779,069 | 49,277 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $507,496 | 32,263 | Shares | Sole | 2024-05-02 |