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Trust For Professional Man shares owned by Lincoln National

Quarter-by-quarter ownership of Trust For Professional Man (APUE) shares owned by Lincoln National from 13F filings

Historical chart of Lincoln National investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trust For Professional Man by Lincoln National

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 100k 32.27
2023-12-31 $481k 17k 29.09

More positions owned by Lincoln National

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)

View all positions for Lincoln National

Top funds holding Trust For Professional Man

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

View all funds holding Trust For Professional Man