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Trust For Professional Man shares owned by LPL Financial

Quarter-by-quarter ownership of Trust For Professional Man (APCB) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trust For Professional Man by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $41M 1.4M 29.84
2025-06-30 $44M 1.5M 29.64
2025-03-31 $12M 417k 29.54
2024-12-31 $12M 426k 28.98
2024-09-30 $13M 427k 30.36
2024-06-30 $4.1M 142k 29.29

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View all positions for LPL Financial

Top funds holding Trust For Professional Man

Envestnet Portfolio Solutions
Envestnet Asset Management
LPL Financial
Principal Securities
Mml Investors Services
Advisor Group Holdings
Spire Wealth Management
Cetera Investment Advisers
National Asset Management
Commonwealth Equity Services
Wiley Bros.-aintree Capital
Citadel Advisors
Wedbush Morgan Securities
Park Avenue Securities
Pensionmark Financial Group

View all funds holding Trust For Professional Man