Advisor OS, LLC
Holdings in RTO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,156,834 | 39,268 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $1,014,039 | 40,160 | Shares | Sole | 2025-11-12 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,156,834 | 39,268 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $1,014,039 | 40,160 | Shares | Sole | 2025-11-12 |