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Trust For Professional Man shares owned by Commonwealth Equity Services

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

Historical chart of Commonwealth Equity Services investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trust For Professional Man by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 131k 35.49
2025-06-30 $5.1M 154k 33.32
2025-03-31 $5.6M 186k 30.06
2024-12-31 $5.5M 195k 28.02

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View all positions for Commonwealth Equity Services

Top funds holding Trust For Professional Man

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

View all funds holding Trust For Professional Man