Rkl Wealth Management LLC Purchases and Sells in Q4 2024

Rkl Wealth Management LLC

$1.12 Billion
Q4 2024

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMD	164K + 407.77%	$54.13 - $59.56 $8.9M - $9.8M	205K $11.2M
IVV	6.32K + 1.68%	$570.51 - $610.59 $3.6M - $3.86M	382K $225M
AAPL	15.4K + 13.73%	$221.69 - $259.02 $3.42M - $4M	128K $32M
SPSM	129K + 570.63%	$44.33 - $49.55 $5.73M - $6.4M	152K $6.82M
VGIT	95.4K + 42.74%	$57.78 - $60.4 $5.51M - $5.76M	318K $18.5M
MO	47.4K + 1179.85%	$49.06 - $57.74 $2.33M - $2.74M	51.4K $2.69M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PM	17.5K New	$118.38 - $133.06 $2.08M - $2.33M	17.5K $2.11M
IWF	5.17K New	$370.24 - $418.94 $1.91M - $2.16M	5.17K $2.07M
DGRW	16K New	$80.93 - $85.66 $1.29M - $1.37M	16K $1.29M
COWZ	15.7K New	$56.06 - $61.35 $881K - $964K	15.7K $887K
KMB	6.18K New	$130.37 - $146.09 $806K - $903K	6.18K $810K
KMI	26.2K New	$22.59 - $28.54 $593K - $749K	26.2K $719K

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEI	-28.4K - 30.69%	$115.08 - $119.55 $3.27M - $3.39M	64.1K $7.41M
NVO	-760 - 0.9%	$85.0 - $120.04 $64.6K - $91.2K	83.7K $7.2M
QLTA	-36.9K - 23.91%	$46.69 - $49.2 $1.72M - $1.81M	117K $5.49M
IVW	-23.6K - 23.17%	$94.43 - $105.47 $2.23M - $2.49M	78.3K $7.95M
SCHE	-31.5K - 9.8%	$26.63 - $30.23 $840K - $954K	290K $7.73M
IVE	-7.59K - 24.72%	$189.5 - $206.17 $1.44M - $1.57M	23.1K $4.41M

Activity Summary All Purchases 106 New Holdings 21 Increased Positions 85 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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