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Trust For Professional Man shares owned by Fortitude Family Office

Quarter-by-quarter ownership of Trust For Professional Man (APIE) shares owned by Fortitude Family Office from 13F filings

Historical chart of Fortitude Family Office investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Fortitude Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trust For Professional Man by Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $65k 2.1k 30.74

More positions owned by Fortitude Family Office

Apple Stock (AAPL)
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Vanguard Mid-cap Etf Etf (VO)
Ishares Tips Bond Etf Etf (TIP)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Kkr & Co Stock (KKR)

View all positions for Fortitude Family Office

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