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Long-Term Concentrated
Concentrated Active
Quant / Systematic
Diversified Active
SPDR SER TR
Ticker: TFI
CUSIP: 78468R721
Class: NUVEEN ICE MUNIC
RKL Wealth Management LLC's Holding History (CIK: 0001604723)
Note: Option positions (PUT/CALL) are excluded.
Q1 2018
Shares
6,379
Value ($000)
$307
Avg Close
—
Range
—
Q4 2017
Shares
6,387
Value ($000)
$312
Avg Close
—
Range
—
Q3 2017
Shares
6,388
Value ($000)
$313
Avg Close
—
Range
—
Q2 2017
Shares
6,362
Value ($000)
$311
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q1 2018
6,379
$307
—
—
Q4 2017
6,387
$312
—
—
Q3 2017
6,388
$313
—
—
Q2 2017
6,362
$311
—
—