Assetmark »

Trust For Professional Man shares owned by Assetmark

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

Historical chart of Assetmark investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Assetmark 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 Assetmark

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.0k 225 35.51
2025-09-30 $8.0k 225 35.49
2025-06-30 $7.5k 225 33.32
2025-03-31 $5.9k 195 30.06
2024-12-31 $1.1k 40 28.03

More positions owned by Assetmark

Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Core Msci Emkt (IEMG)
Meta Platforms Cl A (META)

View all positions for Assetmark

Top funds holding Trust For Professional Man

Envestnet Portfolio Solutions
Envestnet Asset Management
LPL Financial
Principal Securities
Mml Investors Services
Advisor Group Holdings
Wiley Bros.-aintree Capital
National Asset Management
Cetera Investment Advisers
Susquehanna International
Spire Wealth Management
Pensionmark Financial Group
Wedbush Morgan Securities
Mariner Wealth Advisors
Cambridge Investment Research Advisors

View all funds holding Trust For Professional Man