RSM US WEALTH MANAGEMENT LLC
Holdings in WTBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $332,051 | 14,964 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $303,072 | 14,915 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $293,802 | 14,967 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $278,501 | 13,967 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $394,787 | 18,235 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $350,924 | 18,460 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $272,133 | 15,203 | Shares | Sole | 2024-08-07 |