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Trust For Professional Man shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Trust For Professional Man (APIE) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trust For Professional Man by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 126k 30.74
2024-03-31 $794k 28k 28.29
2023-12-31 $566k 21k 26.66
2023-09-30 $31k 1.3k 24.36

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View all positions for Advisor Group Holdings

Top funds holding Trust For Professional Man

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

View all funds holding Trust For Professional Man