Rkl Wealth Management LLC Incresed Positions in Q3 2024

Rkl Wealth Management LLC

  • $1.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
72
+ 1.31%
$43.9 - $52.34 $3.16K - $3.77K
5.58K $286K
IWV
Ishares Russell 3000 ETF

ETFs
6
+ 0.34%
$294.75 - $326.73 $1.77K - $1.96K
1.79K $585K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31
+ 0.68%
$77.02 - $85.06 $2.39K - $2.64K
4.6K $388K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
13
+ 0.35%
$113.45 - $126.18 $1.47K - $1.64K
3.7K $467K
VZ
Verizon Communications Inc

Communication Services
14
+ 0.27%
$38.89 - $45.0 $544 - $630
5.17K $232K
FRAF
Franklin Financial Services Corp

Financial Services
33
+ 0.36%
$27.1 - $33.54 $894 - $1.11K
9.14K $275K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32
+ 0.64%
$49.93 - $51.15 $1.6K - $1.64K
5.02K $256K
MUB
Ishares National Muni Bond ETF

ETFs
15
+ 0.77%
$106.13 - $108.7 $1.59K - $1.63K
1.96K $213K
GOOG
Alphabet Inc.

Communication Services
472
+ 10.05%
$149.54 - $192.66 $70.6K - $90.9K
5.17K $864K
Orrstown Finl Svcs Inc
2.28K
+ 22.8%
N/A
12.3K $0
QCOM
Qualcomm Inc

Technology
2
+ 0.15%
$156.12 - $209.64 $312 - $419
1.3K $220K
F
Ford Motor CO

Consumer Cyclical
55
+ 0.16%
$9.71 - $14.55 $534 - $800
35.4K $373K
CVX
Chevron Corp

Energy
534
+ 2.26%
$137.88 - $161.97 $73.6K - $86.5K
24.2K $3.56M
AMZN
Amazon Com Inc

Consumer Cyclical
819
+ 1.08%
$161.02 - $200.0 $132K - $164K
76.6K $14.3M
MU
Micron Technology Inc

Technology
991
+ 4.38%
$86.27 - $136.82 $85.5K - $136K
23.6K $2.45M
MSFT
Microsoft Corp

Technology
699
+ 1.23%
$395.15 - $467.56 $276K - $327K
57.6K $24.8M
NVO
Novo Nordisk A S

Healthcare
400
+ 0.48%
$119.07 - $145.42 $47.6K - $58.2K
84.5K $10.1M
Activity Summary
Buys All Purchases 88 New Holdings 20 Increased Positions 68 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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