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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

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Envestnet Portfolio Solutions 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 Portfolio Solutions

Quarter filed Position value Share count Share price at filing
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

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Trust For Professional Man

Envestnet Portfolio Solutions
Envestnet Asset Management
Atria Wealth Solutions
LPL Financial
Principal Securities
Mml Investors Services
National Asset Management
Advisor Group Holdings
Puplava Financial Services
Pensionmark Financial Group
Proequities
Principal Financial Group
Jane Street
Lion Street Advisors
FTB Advisors

View all funds holding Trust For Professional Man