Rialto Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 42,312 shares of VTEB stock, worth $2.13 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
42,312
Previous 35,391
19.56%
Holding current value
$2.13 Million
Previous $1.75 Million
18.31%
% of portfolio
0.61%
Previous 0.57%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,337Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio