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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

Tip: Access up to 7 years of quarterly data

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

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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
2023-12-31 $33M 1.1M 29.21
2023-09-30 $37M 1.4M 26.10
2023-06-30 $34M 1.3M 26.96

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Trust For Professional Man

Envestnet Portfolio Solutions
Atria Wealth Solutions
HighTower Advisors
National Asset Management
Lincoln National
Advisor Group Holdings
Puplava Financial Services
Principal Securities
Commonwealth Equity Services
Cambridge Investment Research Advisors
Proequities
Sigma Planning
FTB Advisors
UBS Group

View all funds holding Trust For Professional Man