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Trust For Professional Man shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trust For Professional Man by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $40M 1.4M 28.29
2023-09-30 $8.0M 330k 24.36
2023-06-30 $73M 2.8M 25.54

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding Trust For Professional Man

Envestnet Portfolio Solutions
Envestnet Asset Management
Atria Wealth Solutions
Lincoln National
Principal Securities
Advisor Group Holdings
Puplava Financial Services
National Asset Management
LPL Financial
HighTower Advisors
Proequities
FTB Advisors

View all funds holding Trust For Professional Man