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Ppl Cap Fdg shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of Ppl Cap Fdg shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management investment in Ppl Cap Fdg

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All positions including Ppl Cap Fdg held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ppl Cap Fdg by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 17k 1.14
2025-06-30 $19k 17k 1.09
2025-03-31 $19k 17k 1.12
2024-12-31 $60k 57k 1.05
2024-09-30 $61k 57k 1.06
2024-06-30 $55k 57k 0.96

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)

View all positions for Rsm Us Wealth Management

Top funds holding Ppl Cap Fdg

Calamos Advisors
Advent Capital Management
Invesco
Camden Asset Management
Victory Capital Management
OZ Management
Marshall Wace
Two Sigma Investments
Polar Securities
Aristeia Capital
Zazove Associates
BlackRock
Universal- Beteiligungs- und Servicegesellschaft mbH
State Street Corporation
Pier 88 Investment Partners

View all funds holding Ppl Cap Fdg