Rialto Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 29,636 shares of VNQ stock, worth $2.68 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
29,636
Previous 28,282
4.79%
Holding current value
$2.68 Million
Previous $2.54 Million
4.02%
% of portfolio
0.77%
Previous 0.83%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,914Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio