RSM US WEALTH MANAGEMENT LLC
CIK
0001679031
City
MINNEAPOLIS
State / Country
MN
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $454,491 | 32,839 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $593,152 | 42,008 | Shares | Sole | 2025-11-12 |
| 2025-03-31 | $426,754 | 30,746 | Shares | Sole | 2025-05-06 |