Legacy Advisors »

Trust For Professional Man shares owned by Legacy Advisors

Quarter-by-quarter ownership of Trust For Professional Man shares owned by Legacy Advisors from 13F filings

Historical chart of Legacy Advisors investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Trust For Professional Man by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $836k 32k 26.55

More positions owned by Legacy Advisors

MasTec (MTZ)
Vertex Cl A (VERX)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Legacy Advisors

Top funds holding Trust For Professional Man

Legacy Advisors
Hamilton Point Investment Advisors

View all funds holding Trust For Professional Man