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Trust For Professional Man shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trust For Professional Man by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 6.0k 35.49
2025-06-30 $1.3M 39k 33.32

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Vanguard Index Fds Growth Etf (VUG)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
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Microsoft Corporation (MSFT)
Spdr Series Trust Portfli Intrmdit (SPTI)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

Top funds holding Trust For Professional Man

Envestnet Portfolio Solutions
Envestnet Asset Management
LPL Financial
Principal Securities
Mml Investors Services
Advisor Group Holdings
National Asset Management
Susquehanna International
Commonwealth Equity Services
Wiley Bros.-aintree Capital
Cetera Investment Advisers
Spire Wealth Management
Park Avenue Securities
Atria Wealth Solutions
Mariner Wealth Advisors

View all funds holding Trust For Professional Man