Trust For Professional Man shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Trust For Professional Man (APIE) 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 csv
Download as Excel
Quarterly reported holdings in Trust For Professional Man by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 630k | 30.74 |
| 2024-06-30 | $16M | 577k | 28.46 |
| 2024-03-31 | $16M | 561k | 28.29 |
| 2023-12-31 | $14M | 525k | 26.82 |
| 2023-09-30 | $16M | 653k | 24.36 |
| 2023-06-30 | $15M | 575k | 25.54 |