Rialto Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 5,751 shares of SPSB stock, worth $174,025. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,751
Previous 3,270
75.87%
Holding current value
$174,025
Previous $98,000
76.53%
% of portfolio
0.05%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
618Shares Held
220MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$758 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.4MShares$254 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$228 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$228 Million0.02% of portfolio