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ClearBridge Energy MLP Fund shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of ClearBridge Energy MLP Fund (EMO) shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management investment in ClearBridge Energy MLP Fund

Tip: Access up to 7 years of quarterly data

All positions including ClearBridge Energy MLP Fund 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 ClearBridge Energy MLP Fund by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 4.9k 44.92
2025-06-30 $284k 5.9k 47.97
2025-03-31 $297k 6.0k 49.62
2024-12-31 $289k 6.2k 46.35
2024-09-30 $273k 6.5k 41.88

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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 ClearBridge Energy MLP Fund

Morgan Stanley
EP Wealth Advisors
Advisors Asset Management
Wells Fargo & Company
Royal Bank of Canada
Nomura Holdings
Penserra Capital Management
Yakira Capital Management
Stifel Financial
Steward Partners Investment Advisory
UBS Group
Ameriprise Financial
Boothbay Fund Management
Advisor Group Holdings
Edgemoor Investment Advisors

View all funds holding ClearBridge Energy MLP Fund