RSM US WEALTH MANAGEMENT LLC
Holdings in PDX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,838,918 | 97,919 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $2,970,658 | 119,160 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,955,362 | 119,893 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $5,012,957 | 204,277 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $5,090,594 | 194,818 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $3,896,855 | 165,191 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $3,596,704 | 161,432 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $2,773,652 | 130,771 | Shares | Sole | 2024-05-02 |