Rialto Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Rialto Wealth Management, LLC
- $307 Million
- Q1 2025
A detailed history of Rialto Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 20,620 shares of SPIB stock, worth $685,821. This represents 0.22% of its overall portfolio holdings.
Number of Shares
20,620
Previous 24,967
17.41%
Holding current value
$685,821
Previous $818 Million
99.92%
% of portfolio
0.22%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio