Trust For Professional Man shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Trust For Professional Man (APUE) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Trust For Professional Man
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Quarterly reported holdings in Trust For Professional Man by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.9M | 78k | 37.60 |
| 2025-03-31 | $34M | 995k | 33.98 |
| 2024-12-31 | $35M | 976k | 35.76 |
| 2024-09-30 | $39M | 1.1M | 35.24 |
| 2024-06-30 | $39M | 1.2M | 33.34 |
| 2024-03-31 | $38M | 1.2M | 32.27 |
| 2023-12-31 | $33M | 1.1M | 29.21 |
| 2023-09-30 | $37M | 1.4M | 26.10 |
| 2023-06-30 | $34M | 1.3M | 26.96 |