Rialto Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 2,530 shares of SPEM stock, worth $119,188. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,530
Previous 1,573
60.84%
Holding current value
$119,188
Previous $62,000
74.19%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
965Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio