RSM US WEALTH MANAGEMENT LLC
CIK
0001679031
City
MINNEAPOLIS
State / Country
MN
Holdings in TEI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $102,438 | 15,882 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $101,314 | 16,341 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $98,358 | 16,393 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $80,269 | 14,920 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $77,365 | 15,081 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $96,218 | 16,504 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $98,679 | 18,514 | Shares | Sole | 2024-08-07 |