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Institutional Investment Manager
RKL Wealth Management LLC
RKL Wealth Management LLC (CIK: 0001604723) incorporated in Pennsylvania, located at 1800 Fruitville Pike, Lancaster, PA. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q3)
Portfolio Summary: 52 holdings with a total value of $158,641,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 1,120 216,000 0.14%
52 INTERNATIONAL BUSINESS MACHS 1,475 214,000 0.13%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001604723-15-000004, filed 2015.10.16).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.