Truepoint, Inc. First Trust Nyse Arca Biotechn Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$132.5 - $158.45 $181,790 - $217,393	1,372 New	1,372 $216,000
Q2 2023 Aug 08, 2023	BUY	$151.19 - $159.79 $201,687 - $213,159	1,334 New	1,334 $204,000

Others Institutions Holding FBT

# of Institutions

271

Shares Held

3.61M

Call Options Held

25.5K

Put Options Held

0

Morgan Stanley New York, NY

431K
Shares

$73.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

205K
Shares

$35.1 Million
0.0% of portfolio
Ubs Group Ag

199K
Shares

$34.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

190K
Shares

$32.6 Million
0.01% of portfolio
International Assets Investment Management, LLC Orlando, FL

186K
Shares

$31.8 Million
0.0% of portfolio

About FIRST TRUST NYSE ARCA BIOTECHN

Ticker FBT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Truepoint, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Truepoint, Inc. with notifications on news.