Rkl Wealth Management LLC Purchases and Sells in Q2 2025

Rkl Wealth Management LLC

$1.13 Billion
Q2 2025

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	51.7K + 4.49%	$67.83 - $84.09 $3.51M - $4.35M	1.2M $100M
SPMD	73.7K + 15.33%	$44.89 - $54.38 $3.31M - $4.01M	555K $30.2M
IJH	10.8K + 0.87%	$51.16 - $62.02 $551K - $668K	1.25M $77.8M
VGIT	80.2K + 21.62%	$58.63 - $59.9 $4.7M - $4.8M	451K $27M
SPSM	66.4K + 16.14%	$35.35 - $42.68 $2.35M - $2.84M	478K $20.4M
IJR	9.19K + 2.26%	$90.56 - $109.49 $832K - $1.01M	416K $45.5M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOOG	2.15K New	$299.15 - $396.54 $643K - $853K	2.15K $852K
AMAT	1.41K New	$126.95 - $183.52 $179K - $258K	1.41K $257K
AXP	760 New	$231.39 - $318.98 $176K - $242K	760 $242K
VWO	4.63K New	$39.89 - $49.46 $185K - $229K	4.63K $229K
CCK	2.13K New	$78.47 - $104.45 $167K - $223K	2.13K $219K
VTV	1.23K New	$153.67 - $176.74 $189K - $217K	1.23K $217K

Top Sells

Reduced Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEI	-28.2K - 61.37%	$116.93 - $119.39 $3.3M - $3.37M	17.7K $2.11M
AAPL	-2.43K - 1.81%	$172.42 - $223.89 $418K - $543K	132K $27M
SCHE	-108K - 41.69%	$24.38 - $30.18 $2.64M - $3.27M	151K $4.56M
QLTA	-54.9K - 55.82%	$46.39 - $47.84 $2.55M - $2.62M	43.4K $2.08M
TMO	-597 - 4.01%	$390.26 - $489.06 $233K - $292K	14.3K $5.79M
SCHB	-79.7K - 54.87%	$19.1 - $23.83 $1.52M - $1.9M	65.6K $1.56M

Activity Summary All Purchases 75 New Holdings 11 Increased Positions 64 All Sells 82 Reductions 82 Sold out 0 Calls 0 Puts 0

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