Truepoint, Inc. Listed Fds Tr Horizon Kinetics Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$27.16 - $31.72 $131,780 - $153,905	-4,852 Reduced 28.19%	12,358 $344,000
Q2 2022 Aug 08, 2022	BUY	$28.36 - $34.72 $488,075 - $597,531	17,210 New	17,210 $491,000

Others Institutions Holding INFL

# of Institutions

125

Shares Held

13.7M

Call Options Held

1.8K

Put Options Held

1.9K

Jpmorgan Chase & CO New York, NY

4.19M
Shares

$168 Million
0.01% of portfolio
Oxford Financial Group LTD Indianapolis, IN

2.31M
Shares

$92.7 Million
5.5% of portfolio
Lpl Financial LLC Fort Mill, SC

647K
Shares

$26 Million
0.01% of portfolio
One Charles Private Wealth Services, LLC

412K
Shares

$16.6 Million
6.11% of portfolio
Wells Fargo & Company San Francisco, CA

385K
Shares

$15.5 Million
0.0% of portfolio

About LISTED FDS TR HORIZON KINETICS

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