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Sound Point Meridian Cap shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of Sound Point Meridian Cap shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management investment in Sound Point Meridian Cap

Tip: Access up to 7 years of quarterly data

All positions including Sound Point Meridian Cap 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 Sound Point Meridian Cap by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $827k 41k 20.05

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Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

Top funds holding Sound Point Meridian Cap

Bank of America Corporation
Thomas J. Herzfeld Advisors
Envestnet Asset Management
Rivernorth Capital Management
Rsm Us Wealth Management
Black Swift Group
Frank, Rimerman Advisors
Royal Bank of Canada

View all funds holding Sound Point Meridian Cap