RWM
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Rialto Wealth Management’s Fiserv FI Stock Holding History

Rialto Wealth Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$104K Buy
606
+1
+0.2% +$172 0.03% 194
2025
Q1 		$134K Buy
605
+105
+21% +$23.2K 0.04% 171
2024
Q4 		$103K Buy
+500
New +$103K 0.03% 191