Trust For Professional Man shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Trust For Professional Man (APCB) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth 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 Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Trust For Professional Man by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $538k | 18k | 29.64 |
| 2025-03-31 | $17M | 585k | 29.54 |
| 2024-12-31 | $16M | 556k | 28.98 |
| 2024-09-30 | $20M | 647k | 30.36 |
| 2024-06-30 | $17M | 579k | 29.29 |
| 2024-03-31 | $17M | 570k | 29.50 |
| 2023-12-31 | $16M | 543k | 29.93 |
| 2023-09-30 | $23M | 802k | 28.44 |
| 2023-06-30 | $22M | 728k | 29.61 |