Rkl Wealth Management LLC Closed Holding Positions

Rkl Wealth Management LLC

  • $1.04 Billion
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 03, 2018
13,660
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 03, 2018
13,415
N/A
General Electric CO
Q2 2018 Filed on Aug 03, 2018
14,165
N/A
ED
Consolidated Edison Inc

Utilities
Q2 2018 Filed on Aug 03, 2018
2,672
$71.39 - $80.43 $191K - $215K
GNMA
Ishares Gnma Bond ETF

ETFs
Q1 2018 Filed on Apr 26, 2018
6,027
N/A
Weingarten Rlty Invs
Q1 2018 Filed on Apr 26, 2018
7,315
N/A
Rydex ETF Trust
Q1 2018 Filed on Apr 26, 2018
8,232
N/A
RDS-A
Shell PLC

Energy
Q4 2017 Filed on Feb 02, 2018
5,251
$49.91 - $54.16 $262K - $284K
Buckeye Partners L P
Q4 2017 Filed on Feb 02, 2018
3,507
N/A
HES
Hess Corp

Energy
Q4 2017 Filed on Feb 02, 2018
6,816
$41.28 - $48.46 $281K - $330K
AFL
Aflac Inc

Financial Services
Q4 2017 Filed on Feb 02, 2018
8,901
$40.99 - $44.63 $365K - $397K
GSK
Gsk PLC

Healthcare
Q4 2017 Filed on Feb 02, 2018
10,542
$35.34 - $41.9 $373K - $442K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2017 Filed on Feb 02, 2018
3,002
N/A
ALL
Allstate Corp

Financial Services
Q4 2017 Filed on Feb 02, 2018
15,742
$91.25 - $104.91 $1.44M - $1.65M
C
Citigroup Inc

Financial Services
Q4 2017 Filed on Feb 02, 2018
6,112
$71.33 - $77.1 $436K - $471K
Cytrx Corp
Q4 2017 Filed on Feb 02, 2018
10,000
N/A
SJNK
Spdr Bloomberg Short Term High

ETFs
Q4 2017 Filed on Feb 02, 2018
8,159
N/A
SCHW
Schwab Charles Corp

Financial Services
Q4 2017 Filed on Feb 02, 2018
15,720
$43.27 - $52.28 $680K - $822K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q4 2017 Filed on Feb 02, 2018
2,405
N/A
AYI
Acuity Brands Inc

Industrials
Q4 2017 Filed on Feb 02, 2018
1,682
$156.39 - $178.33 $263K - $300K
Dow Chem CO
Q3 2017 Filed on Nov 07, 2017
15,662
N/A
Du Pont E I De Nemours & CO
Q3 2017 Filed on Nov 07, 2017
5,373
N/A
EFX
Equifax Inc

Industrials
Q3 2017 Filed on Nov 07, 2017
6,424
$92.98 - $146.26 $597K - $940K
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