Rkl Wealth Management LLC First Tr Fd Dow Jones Transaction History
Rkl Wealth Management LLC
- $1.1 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding FDN
# of Institutions
545Shares Held
16.3MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$878 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$312 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA1.02MShares$236 Million0.05% of portfolio
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International Assets Investment Management, LLC Orlando, FL891KShares$206 Million0.01% of portfolio
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Ubs Group Ag754KShares$174 Million0.04% of portfolio