Truepoint, Inc. Spdr Portfolio Aggregate Bond Transaction History
Truepoint, Inc.
- $4.18 Billion
- Q3 2025
Shares
7 transactions
Others Institutions Holding SPAB
# of Institutions
548Shares Held
282MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
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Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio