Rsm Us Wealth Management »

Herzfeld Caribbean Basin shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of Herzfeld Caribbean Basin (CUBA) shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management investment in Herzfeld Caribbean Basin

Tip: Access up to 7 years of quarterly data

All positions including Herzfeld Caribbean Basin held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Herzfeld Caribbean Basin by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $82k 37k 2.24
2024-06-30 $83k 35k 2.35

More positions owned by Rsm Us Wealth Management

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

View all positions for Rsm Us Wealth Management

Top funds holding Herzfeld Caribbean Basin

Thomas J. Herzfeld Advisors
Deschutes Portfolio Strategy
CSS
Blue Bell Private Wealth Management
Logan Stone Capital
Quarry
Cowen And Company
Advisor Group Holdings
Landscape Capital Management
Twin Focus Capital Partners
Cambridge Investment Research Advisors
Everstar Asset Management
Citadel Advisors
Hunting Hill Global Capital
Rsm Us Wealth Management

View all funds holding Herzfeld Caribbean Basin