Rialto Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Rialto Wealth Management, LLC
- $384 Million
- Q4 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 31,863 shares of VTEB stock, worth $1.6 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
31,863
Previous 42,007
24.15%
Holding current value
$1.6 Million
Previous $2.1 Million
23.87%
% of portfolio
0.42%
Previous 0.58%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,378Shares Held
606MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio