Rialto Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Rialto Wealth Management, LLC
- $303 Billion
- Q4 2024
A detailed history of Rialto Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 969 shares of FNDX stock, worth $23,692. This represents 0.01% of its overall portfolio holdings.
Number of Shares
969Holding current value
$23,692% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
626Shares Held
516MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
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Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
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Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio