Rialto Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Rialto Wealth Management, LLC
- $384 Million
- Q4 2025
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 $25,746. This represents 0.01% of its overall portfolio holdings.
Number of Shares
969
Previous 969
-0.0%
Holding current value
$25,746
Previous $25,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
778Shares Held
632MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio