Rialto Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 969 shares of FNDX stock, worth $25,242. This represents 0.01% of its overall portfolio holdings.
Number of Shares
969
              Previous 969
              
        
           -0.0%
        
      
          
        Holding current value
$25,242
            Previous $22,000
            
        
           4.55%
        
      
          
        % of portfolio
0.01%
            Previous 0.01%
          
        Shares
	  1 transactions
	
  Others Institutions Holding FNDX
# of Institutions
740Shares Held
623MCall Options Held
0Put Options Held
0- 
    
      Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
- 
    
      Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
- 
    
      Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
- 
    
      Mc Adam, LLC8.75MShares$228 Million11.55% of portfolio
- 
    
      Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio