Rialto Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Rialto Wealth Management, LLC
- $363 Million
- Q3 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 42,007 shares of VTEB stock, worth $2.11 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
42,007
Previous 42,312
0.72%
Holding current value
$2.11 Million
Previous $2.07 Million
1.4%
% of portfolio
0.58%
Previous 0.61%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
604MCall 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