Rialto Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Rialto Wealth Management, LLC
- $307 Million
- Q1 2025
A detailed history of Rialto Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 328,368 shares of SPTM stock, worth $25.1 Million. This represents 7.23% of its overall portfolio holdings.
Number of Shares
328,368
Previous 255,133
28.7%
Holding current value
$25.1 Million
Previous $18.2 Billion
99.88%
% of portfolio
7.23%
Previous 6.02%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
713Shares Held
93.7MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$623 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$247 Million1.64% of portfolio
-
Cwm, LLC3.16MShares$241 Million0.86% of portfolio
-
Private Advisor Group, LLC3.02MShares$230 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.74MShares$209 Million2.9% of portfolio