Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RKL WEALTH MANAGEMENT LLC | 08-07-2023 | 06-30-2023 | 131 | 845,117,557 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 101 | $511,899 | 1,809 | 0.00 | 0.07 | 37 | 2.09 | 06-30-2023 |
| ABBOTT LABS | COM | 102 | $511,107 | 4,688 | 0.00 | 0.05 | 1,141 | 32.17 | 06-30-2023 |
| FULTON FINL CORP PA | COM | 103 | $487,918 | 40,933 | 0.00 | 0.09 | -7,365 | -15.25 | 06-30-2023 |
| DEERE & CO | COM | 104 | $486,677 | 1,201 | 0.00 | 0.05 | 27 | 2.30 | 06-30-2023 |
