Truepoint, Inc. Spdr Portfolio Aggregate Bond Transaction History
Truepoint, Inc.
- $3.59 Billion
- Q1 2025
Shares
7 transactions
Others Institutions Holding SPAB
# of Institutions
567Shares Held
276MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$590 Million0.24% of portfolio
-
Cwm, LLC17.1MShares$437 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$323 Million5.44% of portfolio
-
State Street Corp Boston, MA11.6MShares$297 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.1MShares$284 Million0.09% of portfolio