Rialto Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Rialto Wealth Management, LLC
- $307 Million
- Q1 2025
A detailed history of Rialto Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 52,901 shares of VMBS stock, worth $2.42 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
52,901
Previous 46,590
13.55%
Holding current value
$2.42 Million
Previous $2.11 Billion
99.88%
% of portfolio
0.8%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
683Shares Held
371MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.05 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.4 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.23 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$954 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$379 Million1.06% of portfolio