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Trust For Professional Man shares owned by Assetmark

Quarter-by-quarter ownership of Trust For Professional Man (APUE) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Trust For Professional Man

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

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Quarterly reported holdings in Trust For Professional Man by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $42k 1.0k 40.78
2025-06-30 $56k 1.5k 37.60
2025-03-31 $35k 1.0k 33.98
2024-12-31 $37k 1.0k 35.76

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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
Cetera Investment Advisers
Wiley Bros.-aintree Capital
Commonwealth Equity Services
Spire Wealth Management
Park Avenue Securities
Wedbush Morgan Securities
Atria Wealth Solutions
Mariner Wealth Advisors

View all funds holding Trust For Professional Man