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Trust For Professional Man shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Trust For Professional Man (APUE) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trust For Professional Man by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $520M 16M 32.27
2023-12-31 $347M 12M 29.09

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

Top funds holding Trust For Professional Man

Envestnet Portfolio Solutions
Atria Wealth Solutions
National Asset Management
Lincoln National
Advisor Group Holdings
Puplava Financial Services
Principal Securities
HighTower Advisors
Commonwealth Equity Services
Cambridge Investment Research Advisors
Proequities
Sigma Planning
FTB Advisors
UBS Group

View all funds holding Trust For Professional Man