Rkl Wealth Management LLC Purchases and Sells in Q3 2024

Rkl Wealth Management LLC

$1.1 Billion
Q3 2024

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	9.09K + 2.48%	$520.18 - $576.82 $4.73M - $5.24M	376K $217M
IJH	41.1K + 3.78%	$57.32 - $62.65 $2.36M - $2.58M	1.13M $70.4M
IEFA	5.09K + 0.47%	$70.09 - $78.74 $357K - $401K	1.08M $84.1M
IJR	9.11K + 2.49%	$105.53 - $118.34 $961K - $1.08M	374K $43.8M
AAPL	139 + 0.12%	$207.23 - $234.82 $28.8K - $32.6K	113K $26.2M
VGIT	33.4K + 17.63%	$57.8 - $60.8 $1.93M - $2.03M	223K $13.5M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRWD	8.19K New	$217.89 - $392.15 $1.78M - $3.21M	8.19K $2.3M
SPMD	40.3K New	$50.29 - $54.92 $2.03M - $2.22M	40.3K $2.21M
SPYG	13.3K New	$73.38 - $84.1 $973K - $1.12M	13.3K $1.1M
SPSM	22.6K New	$41.02 - $46.01 $929K - $1.04M	22.6K $1.03M
GS	718 New	$459.02 - $510.25 $330K - $366K	718 $355K
WMB	5.84K New	$41.24 - $46.22 $241K - $270K	5.84K $266K

Top Sells

Reduced Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-427 - 0.45%	$148.65 - $191.18 $63.5K - $81.6K	93.5K $15.5M
TFC	-30.7K - 78.41%	$38.22 - $44.94 $1.17M - $1.38M	8.45K $361K
IEI	-11.4K - 11.01%	$114.73 - $120.23 $1.31M - $1.38M	92.5K $11.1M
IVW	-12.7K - 11.06%	$84.77 - $97.13 $1.07M - $1.23M	102K $9.76M
NVDA	-4.23K - 2.89%	$98.91 - $134.91 $418K - $570K	142K $17.2M
SCHB	-10.2K - 12.63%	$59.93 - $66.52 $610K - $677K	70.4K $4.68M

Activity Summary All Purchases 88 New Holdings 20 Increased Positions 68 All Sells 62 Reductions 62 Sold out 0 Calls 0 Puts 0

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