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 $2.45 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
52,901
Previous 46,590
13.55%
Holding current value
$2.45 Million
Previous $2.11 Billion
99.88%
% of portfolio
0.8%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
671Shares Held
391MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$919 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio