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Trust For Professional Man shares owned by Principal Securities

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

Historical chart of Principal Securities investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trust For Professional Man by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 40k 28.29
2023-12-31 $235k 8.8k 26.66

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Top funds holding Trust For Professional Man

Envestnet Portfolio Solutions
Envestnet Asset Management
Atria Wealth Solutions
Lincoln National
Principal Securities
Advisor Group Holdings
Puplava Financial Services
National Asset Management
LPL Financial
HighTower Advisors
Proequities
FTB Advisors

View all funds holding Trust For Professional Man