Diversify Wealth Management »

Trust For Professional Man shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Trust For Professional Man by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $404k 9.5k 42.48

More positions owned by Diversify Wealth Management

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

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
Wiley Bros.-aintree Capital
Cetera Investment Advisers
Spire Wealth Management
Pensionmark Financial Group
Wedbush Morgan Securities
Mariner Wealth Advisors
Cambridge Investment Research Advisors
Puplava Financial Services

View all funds holding Trust For Professional Man