Trust For Professional Man shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Trust For Professional Man (APIE) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Trust For Professional Man
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Quarterly reported holdings in Trust For Professional Man by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $472M | 13M | 35.49 |
| 2025-06-30 | $506M | 15M | 33.32 |
| 2025-03-31 | $487M | 16M | 30.06 |
| 2024-12-31 | $535M | 19M | 28.02 |
| 2024-09-30 | $601M | 20M | 30.74 |
| 2024-06-30 | $533M | 19M | 28.46 |
| 2024-03-31 | $237M | 8.4M | 28.29 |
| 2023-12-31 | $168M | 6.3M | 26.66 |
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