Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RKL WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 158 | 1,009,276,200 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 51 | $2,964,281 | 10,513 | 0.00 | 0.00 | 1,098 | 11.66 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 52 | $2,865,580 | 17,662 | 0.00 | 0.00 | -411 | -2.27 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 53 | $2,769,924 | 13,171 | 0.00 | 0.00 | -596 | -4.33 | 03-31-2024 |
| INTERCONTINENTAL EXCHANGE IN | COM | 54 | $2,501,690 | 18,203 | 0.00 | 0.00 | 1,437 | 8.57 | 03-31-2024 |
