RSM US WEALTH MANAGEMENT LLC
Holdings in PSO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $225,454 | 16,058 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $208,180 | 14,702 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $212,662 | 14,244 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $191,143 | 11,939 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $179,189 | 11,116 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $158,863 | 11,707 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $162,901 | 13,053 | Shares | Sole | 2024-08-07 |