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Trust For Professional Man shares owned by LPL Financial

Quarter-by-quarter ownership of Trust For Professional Man (APIE) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trust For Professional Man by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 490k 30.74
2024-06-30 $6.5M 229k 28.46
2024-03-31 $313k 11k 28.29

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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