RWM
PINC

Rialto Wealth Management’s Premier PINC Stock Holding History

Rialto Wealth Management’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9
Closed -$251 – 1777
2025
Q3 		$251 Buy
9
+5
+125% +$121 ﹤0.01% 1448
2025
Q2 		$88 Buy
+4
New +$86 ﹤0.01% 1554

Other funds holding PINC

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return