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Trust For Professional Man shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Trust For Professional Man (APIE) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trust For Professional Man by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $342k 9.6k 35.51
2025-09-30 $458k 13k 35.49

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPTM)
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Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Modern Wealth Management

Top funds holding Trust For Professional Man

Envestnet Portfolio Solutions
Envestnet Asset Management
LPL Financial
Principal Securities
Mml Investors Services
Advisor Group Holdings
Wiley Bros.-aintree Capital
National Asset Management
Cetera Investment Advisers
Susquehanna International
Spire Wealth Management
Pensionmark Financial Group
Wedbush Morgan Securities
Mariner Wealth Advisors
Cambridge Investment Research Advisors

View all funds holding Trust For Professional Man