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Trust For Professional Man shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark 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 Pensionmark 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $898k 32k 28.46

More positions owned by Pensionmark Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Rusel 2500 Etf (SMMD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Pensionmark Financial Group

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