Rialto Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 364,072 shares of SPTM stock, worth $27.9 Million. This represents 7.96% of its overall portfolio holdings.
Number of Shares
364,072
Previous 328,368
10.87%
Holding current value
$27.9 Million
Previous $22.2 Million
22.85%
% of portfolio
7.96%
Previous 7.23%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
718Shares Held
92.5MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$626 Million0.23% of portfolio
-
Cwm, LLC3.21MShares$246 Million0.85% of portfolio
-
Private Advisor Group, LLC3.02MShares$231 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.74MShares$210 Million2.9% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA2.6MShares$199 Million4.66% of portfolio