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Trust For Professional Man shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Trust For Professional Man (APCB) 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
2024-09-30 $557M 18M 30.36
2024-06-30 $532M 18M 29.29
2024-03-31 $229M 7.7M 29.50
2023-12-31 $177M 5.9M 29.93

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Trust For Professional Man

Envestnet Portfolio Solutions
Envestnet Asset Management
Atria Wealth Solutions
LPL Financial
Mml Investors Services
Principal Securities
National Asset Management
Advisor Group Holdings
Jane Street
Pensionmark Financial Group
Old Mission Capital
Puplava Financial Services
Proequities
Lion Street Advisors
Mercer Global Advisors

View all funds holding Trust For Professional Man